-41.1%
DIS vs SBUX
+0.4%
-41.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.5% | -1.3% |
| 7D | -2.6% | -3.1% | +0.6% | -1.4% |
| 30D | +3.5% | -0.9% | +4.4% | +3.7% |
| 3M | +6.8% | +11.6% | -4.8% | +2.3% |
| 6M | +3.0% | +8.8% | -5.8% | -0.9% |
| YTD | -6.7% | +26.3% | -33.0% | -15.4% |
| 1Y | -10.1% | +23.1% | -33.2% | -18.1% |
| 3Y | +33.0% | +15.0% | +18.1% | +22.5% |
| All | -41.1% | +0.4% | -41.5% | -45.8% |
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