+132.5%
GOOGL vs SBUX
-4.5%
+137.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.3% | -1.7% |
| 7D | -1.9% | -6.3% | +4.4% | -0.1% |
| 30D | -7.5% | -3.9% | -3.6% | -6.5% |
| 3M | -9.2% | +3.3% | -12.5% | -10.4% |
| 6M | +8.1% | +1.4% | +6.6% | +6.9% |
| YTD | +5.8% | +21.0% | -15.1% | -0.9% |
| 1Y | +38.3% | +22.4% | +15.9% | +28.5% |
| 3Y | +144.8% | +13.2% | +131.5% | +126.6% |
| 5Y | +132.5% | -5.2% | +137.7% | +113.1% |
| All | +132.5% | -4.5% | +137.1% | +113.1% |
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