+81.5%
BSX vs SBUX
+128.3%
-46.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -3.9% |
| 7D | -8.2% | -6.2% | -2.0% | -6.1% |
| 30D | -15.8% | -6.4% | -9.4% | -13.9% |
| 3M | -10.8% | +1.0% | -11.9% | -11.3% |
| 6M | -38.4% | -0.4% | -38.0% | -38.7% |
| YTD | -54.8% | +20.0% | -74.8% | -58.3% |
| 1Y | -59.0% | +22.8% | -81.8% | -62.7% |
| 3Y | -20.0% | +12.3% | -32.3% | -28.1% |
| 5Y | -3.1% | -6.4% | +3.3% | -7.0% |
| All | +81.5% | +128.3% | -46.8% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SBUX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling