+57.1%
DIA vs SBUX
+7.5%
+49.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.8% | -1.7% | +1.2% |
| 7D | +0.8% | +4.8% | -4.1% | -0.4% |
| 30D | +1.4% | +20.6% | -19.2% | -3.1% |
| 3M | -2.7% | +4.3% | -6.9% | -3.8% |
| 6M | +6.2% | +5.5% | +0.7% | +4.5% |
| YTD | +10.1% | +32.3% | -22.2% | +2.0% |
| 1Y | +13.0% | +31.2% | -18.1% | +4.8% |
| 3Y | +61.9% | +14.8% | +47.1% | +54.1% |
| 5Y | +57.1% | +8.0% | +49.1% | +51.3% |
| All | +57.1% | +7.5% | +49.6% | +51.3% |
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