+1,133.5%
BSX vs SBUX
+43,306.7%
-42,173.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.1% | +2.1% |
| 7D | +2.0% | -3.1% | +5.2% | +2.9% |
| 30D | +0.1% | -0.9% | +1.0% | +0.3% |
| 3M | -2.1% | +11.6% | -13.8% | -5.0% |
| 6M | -33.8% | +8.8% | -42.6% | -35.6% |
| YTD | -49.9% | +26.3% | -76.2% | -53.3% |
| 1Y | -55.4% | +23.1% | -78.6% | -58.3% |
| 3Y | -10.9% | +15.0% | -25.8% | -17.5% |
| 5Y | +6.4% | +0.4% | +6.0% | +0.6% |
| 10Y | +97.0% | +130.7% | -33.7% | +50.5% |
| All | +1,133.5% | +43,306.7% | -42,173.2% | +287.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling