+185.7%
GS vs SBUX
+0.4%
+185.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.3% | +0.5% |
| 7D | +0.9% | -3.1% | +4.1% | +2.0% |
| 30D | -1.6% | -0.9% | -0.7% | -1.3% |
| 3M | -4.5% | +11.6% | -16.1% | -8.2% |
| 6M | +20.9% | +8.8% | +12.1% | +16.6% |
| YTD | +19.9% | +26.3% | -6.4% | +9.6% |
| 1Y | +41.4% | +23.1% | +18.3% | +29.9% |
| 3Y | +239.2% | +15.0% | +224.2% | +215.8% |
| All | +185.7% | +0.4% | +185.3% | +169.0% |
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 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