+14,683.6%
INTU vs SBUX
+24,342.2%
-9,658.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.5% |
| 7D | -1.2% | +4.9% | -6.2% | -3.1% |
| 30D | +12.4% | +21.2% | -8.7% | +4.7% |
| 3M | +2.3% | +5.7% | -3.4% | 0.0% |
| 6M | -13.3% | +6.0% | -19.3% | -15.3% |
| YTD | -47.9% | +32.9% | -80.8% | -53.5% |
| 1Y | -47.2% | +33.3% | -80.4% | -53.0% |
| 3Y | -33.9% | +13.0% | -46.9% | -40.1% |
| 5Y | -41.3% | +8.8% | -50.2% | -46.0% |
| 10Y | +237.9% | +154.6% | +83.3% | +127.3% |
| All | +14,683.6% | +24,342.2% | -9,658.6% | +2,301.0% |
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