+837.6%
GLW vs SBUX
+125.6%
+712.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -2.4% | +9.9% | +8.6% |
| 7D | +14.0% | -3.9% | +17.9% | +15.9% |
| 30D | +0.4% | -2.8% | +3.2% | +1.6% |
| 3M | -11.3% | +8.2% | -19.5% | -14.9% |
| 6M | +35.1% | +4.3% | +30.8% | +31.1% |
| YTD | +90.5% | +23.3% | +67.2% | +70.4% |
| 1Y | +132.0% | +24.3% | +107.7% | +105.2% |
| 3Y | +463.3% | +15.5% | +447.9% | +388.2% |
| 5Y | +382.5% | -2.7% | +385.2% | +352.4% |
| 10Y | +837.6% | +128.8% | +708.8% | +430.2% |
| All | +837.6% | +125.6% | +712.1% | +430.2% |
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