+478.5%
GS vs SBUX
+155.2%
+323.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.8% | +0.8% | +2.9% |
| 7D | +0.8% | +4.8% | -4.0% | -1.2% |
| 30D | +1.2% | +20.6% | -19.4% | -7.0% |
| 3M | -12.4% | +4.3% | -16.7% | -14.2% |
| 6M | -2.3% | +5.5% | -7.8% | -5.4% |
| YTD | +4.6% | +32.3% | -27.7% | -9.8% |
| 1Y | +17.5% | +31.2% | -13.6% | +1.5% |
| 3Y | +202.0% | +14.8% | +187.2% | +167.2% |
| 5Y | +152.4% | +8.0% | +144.4% | +125.8% |
| 10Y | +478.5% | +148.7% | +329.8% | +231.7% |
| All | +478.5% | +155.2% | +323.3% | +231.7% |
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