+692.8%
GOOGL vs SBUX
+146.3%
+546.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | +3.9% | +1.6% | +2.3% | +3.2% |
| 30D | -14.9% | +14.8% | -29.7% | -19.5% |
| 3M | -14.6% | -0.8% | -13.8% | -14.7% |
| 6M | -26.4% | +2.2% | -28.7% | -27.7% |
| YTD | -5.3% | +29.5% | -34.8% | -15.8% |
| 1Y | +6.5% | +27.0% | -20.6% | -4.8% |
| 3Y | +126.0% | +10.9% | +115.1% | +104.6% |
| 5Y | +100.8% | +7.4% | +93.4% | +79.5% |
| All | +692.8% | +146.3% | +546.5% | +378.9% |
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