+237.1%
DIA vs SBUX
+155.1%
+81.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -1.6% | +0.2% | -1.8% | -1.7% |
| 30D | +1.3% | +19.1% | -17.8% | -4.9% |
| 3M | -2.1% | +3.6% | -5.7% | -3.5% |
| 6M | +6.2% | +5.1% | +1.1% | +3.8% |
| YTD | +10.3% | +32.9% | -22.5% | -1.6% |
| 1Y | +11.0% | +30.4% | -19.4% | -0.5% |
| 3Y | +60.4% | +13.0% | +47.4% | +46.6% |
| 5Y | +59.1% | +10.5% | +48.5% | +43.5% |
| 10Y | +237.1% | +152.8% | +84.3% | +107.7% |
| All | +237.1% | +155.1% | +81.9% | +107.7% |
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