+2,662.4%
DELL vs SBUX
+146.3%
+2,516.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.2% | -7.0% | -7.1% |
| 7D | +4.9% | +1.6% | +3.3% | +4.2% |
| 30D | -32.1% | +14.8% | -46.9% | -36.1% |
| 3M | -30.2% | -0.8% | -29.4% | -30.3% |
| 6M | +41.7% | +2.2% | +39.5% | +38.6% |
| YTD | +176.6% | +29.5% | +147.1% | +141.4% |
| 1Y | +159.9% | +27.0% | +132.9% | +127.8% |
| 3Y | +388.0% | +10.9% | +377.0% | +342.5% |
| 5Y | +578.2% | +7.4% | +570.8% | +508.9% |
| All | +2,662.4% | +146.3% | +2,516.1% | +1,614.5% |
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