+286.5%
C vs SBUX
+125.6%
+161.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.6% | +0.5% |
| 7D | +3.2% | -3.9% | +7.1% | +5.3% |
| 30D | +1.3% | -2.8% | +4.1% | +2.7% |
| 3M | +3.1% | +8.2% | -5.1% | -1.4% |
| 6M | +29.6% | +4.3% | +25.4% | +25.3% |
| YTD | +19.0% | +23.3% | -4.4% | +4.9% |
| 1Y | +45.6% | +24.3% | +21.4% | +26.8% |
| 3Y | +269.3% | +15.5% | +253.8% | +216.2% |
| 5Y | +131.6% | -2.7% | +134.3% | +115.7% |
| 10Y | +286.5% | +128.8% | +157.7% | +113.6% |
| All | +286.5% | +125.6% | +161.0% | +113.6% |
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 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