+152.0%
GE vs SBUX
+146.3%
+5.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +2.7% | +1.6% | +1.1% | +2.0% |
| 30D | +8.1% | +14.8% | -6.7% | +2.0% |
| 3M | -7.9% | -0.8% | -7.1% | -7.6% |
| 6M | +12.9% | +2.2% | +10.7% | +11.3% |
| YTD | +8.2% | +29.5% | -21.3% | -4.4% |
| 1Y | +9.7% | +27.0% | -17.4% | -2.5% |
| 3Y | +266.1% | +10.9% | +255.2% | +231.8% |
| 5Y | +407.4% | +7.4% | +399.9% | +355.5% |
| All | +152.0% | +146.3% | +5.7% | +52.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling