+154.9%
GE vs SBUX
+155.3%
-0.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.5% |
| 7D | +5.4% | +4.9% | +0.4% | +3.3% |
| 30D | +9.6% | +21.2% | -11.5% | +1.1% |
| 3M | -7.7% | +5.7% | -13.4% | -9.9% |
| 6M | +14.0% | +6.0% | +8.0% | +10.7% |
| YTD | +10.2% | +32.9% | -22.8% | -3.7% |
| 1Y | +8.9% | +33.3% | -24.4% | -5.2% |
| 3Y | +273.7% | +13.0% | +260.6% | +236.2% |
| 5Y | +410.2% | +8.8% | +401.4% | +356.5% |
| All | +154.9% | +155.3% | -0.4% | +52.0% |
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