+46.6%
EEM vs SBUX
-4.5%
+51.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | -0.1% |
| 7D | +2.0% | -6.3% | +8.2% | +3.5% |
| 30D | +5.1% | -3.9% | +8.9% | +6.0% |
| 3M | +4.6% | +3.3% | +1.3% | +3.5% |
| 6M | +17.8% | +1.4% | +16.3% | +16.7% |
| YTD | +25.8% | +21.0% | +4.9% | +19.3% |
| 1Y | +36.4% | +22.4% | +14.0% | +28.5% |
| 3Y | +90.0% | +13.2% | +76.8% | +79.1% |
| 5Y | +46.6% | -5.2% | +51.8% | +37.9% |
| All | +46.6% | -4.5% | +51.1% | +37.9% |
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