+136.0%
GOOG vs SBUX
-7.3%
+143.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.7% |
| 7D | 0.0% | -5.5% | +5.5% | +1.6% |
| 30D | -2.0% | -8.5% | +6.5% | +0.4% |
| 3M | -5.9% | -2.9% | -3.0% | -5.4% |
| 6M | +8.9% | -1.5% | +10.4% | +8.6% |
| YTD | +7.1% | +19.4% | -12.3% | +0.6% |
| 1Y | +39.7% | +22.9% | +16.7% | +29.5% |
| 3Y | +145.8% | +11.3% | +134.5% | +128.9% |
| All | +136.0% | -7.3% | +143.3% | +118.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling