+9,851.4%
INTC vs SBUX
+43,306.7%
-33,455.3%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.3% | +5.8% | +4.9% |
| 7D | +7.1% | -3.1% | +10.2% | +8.2% |
| 30D | -5.2% | -0.9% | -4.3% | -5.0% |
| 3M | -14.3% | +11.6% | -25.9% | -17.7% |
| 6M | +110.2% | +8.8% | +101.4% | +104.0% |
| YTD | +159.6% | +26.3% | +133.3% | +139.5% |
| 1Y | +289.3% | +23.1% | +266.1% | +261.3% |
| 3Y | +166.1% | +15.0% | +151.1% | +145.2% |
| 5Y | +94.4% | +0.4% | +94.0% | +85.0% |
| 10Y | +227.7% | +130.7% | +97.0% | +135.7% |
| All | +9,851.4% | +43,306.7% | -33,455.3% | +1,854.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling