-17.2%
F vs SBUX
+7.0%
-24.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -3.1% | +1.6% | -4.7% | -3.7% |
| 30D | 0.0% | +14.8% | -14.8% | -5.5% |
| 3M | -13.2% | -0.8% | -12.4% | -13.1% |
| 6M | -10.2% | +2.2% | -12.4% | -11.5% |
| YTD | -4.9% | +29.5% | -34.4% | -16.1% |
| 1Y | -6.1% | +27.0% | -33.1% | -16.5% |
| 3Y | +46.0% | +10.9% | +35.0% | +36.4% |
| All | -17.2% | +7.0% | -24.3% | -25.7% |
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 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