+542.4%
GLW vs SBUX
+155.2%
+387.2%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +3.8% | +5.4% | +7.6% |
| 7D | -5.9% | +4.8% | -10.7% | -7.7% |
| 30D | -26.0% | +20.6% | -46.6% | -32.0% |
| 3M | -29.9% | +4.3% | -34.1% | -31.4% |
| 6M | -37.8% | +5.5% | -43.3% | -39.8% |
| YTD | +33.1% | +32.3% | +0.8% | +15.2% |
| 1Y | +36.8% | +31.2% | +5.7% | +18.5% |
| 3Y | +356.1% | +14.8% | +341.3% | +301.4% |
| 5Y | +243.8% | +8.0% | +235.9% | +206.2% |
| 10Y | +542.4% | +148.7% | +393.7% | +253.9% |
| All | +542.4% | +155.2% | +387.2% | +253.9% |
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 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