+14,280.4%
INTU vs SBUX
+23,124.0%
-8,843.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.1% | -2.9% |
| 7D | -7.1% | -3.1% | -3.9% | -6.0% |
| 30D | +1.5% | -0.9% | +2.3% | +1.7% |
| 3M | +10.7% | +11.6% | -0.9% | +6.0% |
| 6M | -23.8% | +8.8% | -32.6% | -26.6% |
| YTD | -49.3% | +26.3% | -75.6% | -53.9% |
| 1Y | -49.7% | +23.1% | -72.8% | -54.0% |
| 3Y | -38.0% | +15.0% | -53.0% | -44.3% |
| 5Y | -38.7% | +0.4% | -39.1% | -42.1% |
| 10Y | +221.3% | +130.7% | +90.7% | +124.0% |
| All | +14,280.4% | +23,124.0% | -8,843.5% | +2,281.3% |
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 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