+251.0%
DIA vs SBUX
+125.1%
+126.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.1% |
| 7D | -1.2% | -6.3% | +5.0% | +1.1% |
| 30D | -2.7% | -3.9% | +1.2% | -1.4% |
| 3M | +3.3% | +3.3% | 0.0% | +1.8% |
| 6M | +10.4% | +1.4% | +9.0% | +9.0% |
| YTD | +10.0% | +21.0% | -11.0% | +1.6% |
| 1Y | +16.2% | +22.4% | -6.2% | +6.3% |
| 3Y | +58.7% | +13.2% | +45.5% | +43.4% |
| 5Y | +63.6% | -5.2% | +68.8% | +57.0% |
| 10Y | +251.0% | +128.3% | +122.7% | +123.7% |
| All | +251.0% | +125.1% | +126.0% | +123.7% |
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