+486.7%
GS vs SBUX
+144.4%
+342.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | 0.0% |
| 7D | -3.2% | +1.7% | -4.9% | -3.9% |
| 30D | -2.4% | +12.6% | -15.1% | -7.6% |
| 3M | -15.7% | +0.8% | -16.6% | -16.2% |
| 6M | -6.8% | +0.2% | -7.0% | -7.6% |
| YTD | -0.1% | +27.4% | -27.5% | -12.3% |
| 1Y | +12.1% | +31.5% | -19.4% | -3.5% |
| 3Y | +185.8% | +9.3% | +176.5% | +158.9% |
| 5Y | +140.1% | +1.5% | +138.6% | +121.7% |
| All | +486.7% | +144.4% | +342.3% | +246.2% |
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