+13,507.3%
GOOGL vs SBUX
+1,181.1%
+12,326.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.6% |
| 7D | -2.3% | -3.1% | +0.9% | -1.0% |
| 30D | -6.6% | -0.9% | -5.7% | -6.3% |
| 3M | -8.9% | +11.6% | -20.6% | -13.3% |
| 6M | +11.9% | +8.8% | +3.1% | +7.3% |
| YTD | +8.3% | +26.3% | -18.0% | -2.6% |
| 1Y | +46.2% | +23.1% | +23.1% | +32.0% |
| 3Y | +151.9% | +15.0% | +136.9% | +121.9% |
| 5Y | +137.7% | +0.4% | +137.3% | +117.9% |
| 10Y | +757.6% | +130.7% | +626.9% | +438.8% |
| All | +13,507.3% | +1,181.1% | +12,326.2% | +3,831.0% |
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