+2,225.5%
GE vs SBUX
+44,466.0%
-42,240.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.1% | -2.8% |
| 7D | +5.1% | +1.0% | +4.1% | +4.8% |
| 30D | +7.6% | +16.6% | -9.0% | +3.1% |
| 3M | -9.3% | -0.6% | -8.7% | -9.2% |
| 6M | +11.5% | +1.8% | +9.7% | +10.7% |
| YTD | +7.9% | +29.7% | -21.8% | -0.3% |
| 1Y | +7.6% | +26.1% | -18.4% | +0.1% |
| 3Y | +265.9% | +10.3% | +255.6% | +243.2% |
| 5Y | +405.9% | +7.6% | +398.3% | +372.8% |
| 10Y | +149.6% | +146.7% | +2.9% | +87.0% |
| All | +2,225.5% | +44,466.0% | -42,240.4% | +671.9% |
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