+740.7%
GOOGL vs SBUX
+128.3%
+612.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.9% |
| 7D | -2.8% | -6.2% | +3.4% | -0.4% |
| 30D | -3.2% | -6.4% | +3.2% | -0.8% |
| 3M | -6.6% | +1.0% | -7.7% | -7.4% |
| 6M | +8.5% | -0.4% | +8.9% | +7.7% |
| YTD | +6.5% | +20.0% | -13.5% | -2.2% |
| 1Y | +39.4% | +22.8% | +16.7% | +26.1% |
| 3Y | +146.2% | +12.3% | +133.9% | +119.2% |
| 5Y | +138.3% | -6.4% | +144.7% | +126.1% |
| All | +740.7% | +128.3% | +612.4% | +421.0% |
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 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