+138.2%
IBM vs SBUX
+1.8%
+136.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.1% | -0.7% |
| 7D | -5.0% | +1.7% | -6.6% | -5.2% |
| 30D | +11.1% | +12.6% | -1.5% | +8.8% |
| 3M | +5.7% | +0.8% | +4.9% | +5.4% |
| 6M | +10.1% | +0.2% | +9.9% | +9.9% |
| YTD | -15.6% | +27.4% | -43.1% | -19.8% |
| 1Y | -19.5% | +31.5% | -51.0% | -24.1% |
| 3Y | +80.4% | +9.3% | +71.1% | +75.3% |
| All | +138.2% | +1.8% | +136.4% | +123.4% |
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