+208.8%
C vs SBUX
+149.6%
+59.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.2% | 0.0% |
| 7D | -0.4% | +4.9% | -5.3% | -2.8% |
| 30D | -5.2% | +21.2% | -26.3% | -14.2% |
| 3M | -9.1% | +5.7% | -14.7% | -11.9% |
| 6M | -1.6% | +6.0% | -7.6% | -5.3% |
| YTD | +6.9% | +32.9% | -26.0% | -9.5% |
| 1Y | +23.0% | +33.3% | -10.3% | +3.5% |
| 3Y | +216.1% | +13.0% | +203.1% | +177.8% |
| 5Y | +112.2% | +8.8% | +103.4% | +85.5% |
| 10Y | +208.8% | +154.6% | +54.2% | +56.9% |
| All | +208.8% | +149.6% | +59.2% | +56.9% |
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