+1,106.2%
DELL vs SBUX
-4.5%
+1,110.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.9% |
| 7D | +8.7% | -6.3% | +15.0% | +11.1% |
| 30D | +16.9% | -3.9% | +20.8% | +18.4% |
| 3M | +40.4% | +3.3% | +37.1% | +38.5% |
| 6M | +267.1% | +1.4% | +265.6% | +261.3% |
| YTD | +329.1% | +21.0% | +308.1% | +294.7% |
| 1Y | +346.9% | +22.4% | +324.5% | +305.7% |
| 3Y | +696.6% | +13.2% | +683.4% | +636.5% |
| 5Y | +1,106.2% | -5.2% | +1,111.4% | +996.6% |
| All | +1,106.2% | -4.5% | +1,110.7% | +996.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling