+243.2%
INTC vs SBUX
+128.3%
+114.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.8% | -4.8% | -5.2% |
| 7D | +9.4% | -6.2% | +15.7% | +12.4% |
| 30D | +2.7% | -6.4% | +9.1% | +5.5% |
| 3M | -6.3% | +1.0% | -7.3% | -7.2% |
| 6M | +114.5% | -0.4% | +114.8% | +113.6% |
| YTD | +171.9% | +20.0% | +151.9% | +149.2% |
| 1Y | +305.0% | +22.8% | +282.2% | +266.1% |
| 3Y | +168.3% | +12.3% | +156.1% | +141.9% |
| 5Y | +102.3% | -6.4% | +108.7% | +94.3% |
| All | +243.2% | +128.3% | +114.9% | +123.3% |
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