+64.1%
DIA vs SBUX
-1.1%
+65.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.2% | -0.6% |
| 7D | +0.1% | -3.9% | +4.0% | +1.0% |
| 30D | -2.1% | -2.8% | +0.8% | -1.4% |
| 3M | +4.2% | +8.2% | -4.0% | +2.0% |
| 6M | +11.9% | +4.3% | +7.6% | +10.2% |
| YTD | +10.8% | +23.3% | -12.5% | +4.6% |
| 1Y | +17.5% | +24.3% | -6.8% | +10.3% |
| 3Y | +59.9% | +15.5% | +44.5% | +50.5% |
| 5Y | +64.1% | -2.7% | +66.8% | +58.1% |
| All | +64.1% | -1.1% | +65.2% | +58.1% |
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