+53.9%
F vs SBUX
+0.4%
+53.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.7% | +2.0% |
| 7D | +5.3% | -3.1% | +8.5% | +6.6% |
| 30D | +4.6% | -0.9% | +5.5% | +4.9% |
| 3M | -3.7% | +11.6% | -15.3% | -8.2% |
| 6M | +16.8% | +8.8% | +8.0% | +11.7% |
| YTD | +15.3% | +26.3% | -11.0% | +3.2% |
| 1Y | +31.0% | +23.1% | +7.9% | +18.1% |
| 3Y | +45.4% | +15.0% | +30.5% | +31.7% |
| All | +53.9% | +0.4% | +53.5% | +33.4% |
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