+211.0%
INTU vs SBUX
+125.1%
+86.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.4% | -0.6% |
| 7D | -8.5% | -6.3% | -2.2% | -5.4% |
| 30D | -6.1% | -3.9% | -2.3% | -4.4% |
| 3M | +7.3% | +3.3% | +4.0% | +5.4% |
| 6M | -33.2% | +1.4% | -34.7% | -34.3% |
| YTD | -52.2% | +21.0% | -73.1% | -57.1% |
| 1Y | -52.7% | +22.4% | -75.1% | -58.1% |
| 3Y | -41.6% | +13.2% | -54.8% | -49.8% |
| 5Y | -42.6% | -5.2% | -37.5% | -46.1% |
| 10Y | +211.0% | +128.3% | +82.7% | +79.2% |
| All | +211.0% | +125.1% | +86.0% | +79.2% |
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