+513.9%
F vs SBUX
+43,306.7%
-42,792.8%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.7% | +1.8% |
| 7D | +5.3% | -3.1% | +8.5% | +6.3% |
| 30D | +4.6% | -0.9% | +5.5% | +4.8% |
| 3M | -3.7% | +11.6% | -15.3% | -7.0% |
| 6M | +16.8% | +8.8% | +8.0% | +13.1% |
| YTD | +15.3% | +26.3% | -11.0% | +6.6% |
| 1Y | +31.0% | +23.1% | +7.9% | +21.7% |
| 3Y | +45.4% | +15.0% | +30.5% | +34.2% |
| 5Y | +54.7% | +0.4% | +54.3% | +48.2% |
| 10Y | +98.2% | +130.7% | -32.5% | +49.9% |
| All | +513.9% | +43,306.7% | -42,792.8% | +86.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling