+3,922.7%
DELL vs SBUX
+128.3%
+3,794.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.8% | -4.5% | -5.0% |
| 7D | -1.9% | -6.2% | +4.3% | +0.8% |
| 30D | +14.9% | -6.4% | +21.3% | +18.2% |
| 3M | +37.2% | +1.0% | +36.2% | +36.1% |
| 6M | +254.0% | -0.4% | +254.4% | +249.7% |
| YTD | +306.1% | +20.0% | +286.2% | +267.7% |
| 1Y | +312.3% | +22.8% | +289.5% | +265.4% |
| 3Y | +654.0% | +12.3% | +641.7% | +574.7% |
| 5Y | +1,055.3% | -6.4% | +1,061.7% | +1,009.2% |
| All | +3,922.7% | +128.3% | +3,794.4% | +2,401.7% |
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