+34.2%
DIS vs SBUX
+144.4%
-110.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.1% |
| 7D | +5.2% | +1.7% | +3.6% | +4.4% |
| 30D | +11.5% | +12.6% | -1.2% | +5.4% |
| 3M | +11.5% | +0.8% | +10.7% | +10.8% |
| 6M | +8.9% | +0.2% | +8.7% | +8.1% |
| YTD | +3.4% | +27.4% | -24.0% | -9.0% |
| 1Y | +7.2% | +31.5% | -24.3% | -7.3% |
| 3Y | +43.3% | +9.3% | +34.1% | +30.1% |
| 5Y | -31.4% | +1.5% | -32.9% | -36.6% |
| All | +34.2% | +144.4% | -110.2% | -19.6% |
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