+533.8%
ISRG vs SBUX
+146.7%
+387.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.2% | -1.0% |
| 7D | -6.1% | +1.0% | -7.1% | -6.6% |
| 30D | +4.2% | +16.6% | -12.4% | -3.1% |
| 3M | +9.6% | -0.6% | +10.2% | +9.8% |
| 6M | +1.9% | +1.8% | 0.0% | +0.7% |
| YTD | -22.3% | +29.7% | -52.0% | -32.5% |
| 1Y | -23.2% | +26.1% | -49.2% | -32.4% |
| 3Y | +58.5% | +10.3% | +48.3% | +42.7% |
| 5Y | +23.9% | +7.6% | +16.3% | +10.3% |
| All | +533.8% | +146.7% | +387.1% | +289.1% |
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