+125.7%
EEM vs SBUX
+128.3%
-2.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.3% | -1.9% |
| 7D | -0.7% | -6.2% | +5.5% | +1.4% |
| 30D | +2.4% | -6.4% | +8.8% | +4.5% |
| 3M | +4.2% | +1.0% | +3.1% | +3.5% |
| 6M | +14.8% | -0.4% | +15.2% | +14.1% |
| YTD | +23.1% | +20.0% | +3.1% | +14.8% |
| 1Y | +32.5% | +22.8% | +9.8% | +22.1% |
| 3Y | +85.9% | +12.3% | +73.6% | +69.7% |
| 5Y | +43.6% | -6.4% | +50.0% | +38.2% |
| All | +125.7% | +128.3% | -2.6% | +45.7% |
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