+422.4%
F vs SBUX
+43,697.3%
-43,274.9%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | +1.6% | +1.7% | -0.1% | +1.0% |
| 30D | +2.6% | +12.6% | -10.0% | -1.0% |
| 3M | -8.8% | +0.8% | -9.6% | -9.1% |
| 6M | +4.6% | +0.2% | +4.4% | +4.1% |
| YTD | -1.9% | +27.4% | -29.3% | -9.6% |
| 1Y | -0.8% | +31.5% | -32.2% | -9.5% |
| 3Y | +43.5% | +9.3% | +34.2% | +34.6% |
| 5Y | -12.1% | +1.5% | -13.6% | -15.8% |
| 10Y | +83.6% | +147.9% | -64.3% | +36.3% |
| All | +422.4% | +43,697.3% | -43,274.9% | +58.5% |
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