+849.9%
C vs SBUX
+43,306.7%
-42,456.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.2% |
| 7D | +3.6% | -3.1% | +6.8% | +5.0% |
| 30D | +0.1% | -0.9% | +0.9% | +0.4% |
| 3M | +2.4% | +11.6% | -9.2% | -2.4% |
| 6M | +24.9% | +8.8% | +16.1% | +19.7% |
| YTD | +19.8% | +26.3% | -6.5% | +7.7% |
| 1Y | +44.9% | +23.1% | +21.7% | +30.9% |
| 3Y | +263.0% | +15.0% | +248.0% | +223.9% |
| 5Y | +129.5% | +0.4% | +129.2% | +112.1% |
| 10Y | +291.6% | +130.7% | +160.9% | +161.3% |
| All | +849.9% | +43,306.7% | -42,456.9% | +49.4% |
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