-41.7%
INTU vs SBUX
-1.1%
-40.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.8% | -3.2% |
| 7D | -7.5% | -3.9% | -3.6% | -6.0% |
| 30D | -1.9% | -2.8% | +0.9% | -0.9% |
| 3M | +4.9% | +8.2% | -3.3% | +1.4% |
| 6M | -33.2% | +4.3% | -37.5% | -34.7% |
| YTD | -51.4% | +23.3% | -74.7% | -55.9% |
| 1Y | -52.0% | +24.3% | -76.3% | -56.8% |
| 3Y | -40.7% | +15.5% | -56.1% | -47.2% |
| 5Y | -41.7% | -2.7% | -39.0% | -47.8% |
| All | -41.7% | -1.1% | -40.6% | -47.8% |
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