+235.3%
DIA vs SBUX
+155.3%
+80.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.5% |
| 7D | +0.9% | +4.9% | -4.0% | -0.8% |
| 30D | +1.1% | +21.2% | -20.0% | -5.6% |
| 3M | -2.9% | +5.7% | -8.5% | -5.0% |
| 6M | +5.9% | +6.0% | -0.1% | +3.2% |
| YTD | +9.8% | +32.9% | -23.2% | -2.1% |
| 1Y | +11.7% | +33.3% | -21.6% | -0.7% |
| 3Y | +59.5% | +13.0% | +46.5% | +45.9% |
| 5Y | +57.5% | +8.8% | +48.7% | +43.3% |
| All | +235.3% | +155.3% | +80.0% | +106.6% |
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 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