+13,447.0%
GOOG vs SBUX
+1,151.0%
+12,296.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +1.0% |
| 7D | +1.1% | -3.9% | +5.0% | +2.7% |
| 30D | -5.1% | -2.8% | -2.2% | -4.1% |
| 3M | -7.1% | +8.2% | -15.3% | -10.4% |
| 6M | +12.7% | +4.3% | +8.4% | +9.8% |
| YTD | +7.1% | +23.3% | -16.3% | -2.9% |
| 1Y | +43.6% | +24.3% | +19.3% | +29.1% |
| 3Y | +146.8% | +15.5% | +131.3% | +116.6% |
| 5Y | +133.7% | -2.7% | +136.4% | +116.9% |
| 10Y | +773.3% | +128.8% | +644.5% | +449.8% |
| All | +13,447.0% | +1,151.0% | +12,296.0% | +3,847.0% |
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