+220.1%
C vs SBUX
+155.2%
+64.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.8% | -1.4% | +0.5% |
| 7D | -0.9% | +4.8% | -5.7% | -3.3% |
| 30D | -5.4% | +20.6% | -26.0% | -14.2% |
| 3M | -9.2% | +4.3% | -13.4% | -11.4% |
| 6M | -1.8% | +5.5% | -7.3% | -5.3% |
| YTD | +6.7% | +32.3% | -25.6% | -9.5% |
| 1Y | +23.5% | +31.2% | -7.6% | +4.9% |
| 3Y | +219.8% | +14.8% | +205.0% | +178.0% |
| 5Y | +112.4% | +8.0% | +104.5% | +86.7% |
| 10Y | +220.1% | +148.7% | +71.3% | +71.0% |
| All | +220.1% | +155.2% | +64.9% | +71.0% |
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