+2,570.5%
GLW vs SBUX
+43,306.7%
-40,736.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.3% | +7.0% | +6.1% |
| 7D | +3.8% | -3.1% | +6.9% | +4.7% |
| 30D | -1.3% | -0.9% | -0.5% | -1.1% |
| 3M | -21.8% | +11.6% | -33.4% | -24.6% |
| 6M | +6.9% | +8.8% | -1.9% | +3.6% |
| YTD | +77.2% | +26.3% | +50.8% | +63.9% |
| 1Y | +123.2% | +23.1% | +100.1% | +107.2% |
| 3Y | +400.0% | +15.0% | +385.0% | +359.7% |
| 5Y | +342.8% | +0.4% | +342.4% | +319.6% |
| 10Y | +771.4% | +130.7% | +640.7% | +553.0% |
| All | +2,570.5% | +43,306.7% | -40,736.2% | +856.4% |
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