+536.3%
ISRG vs SBUX
+155.2%
+381.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.8% | -2.1% | -0.2% |
| 7D | +5.4% | +4.8% | +0.6% | +3.1% |
| 30D | +8.6% | +20.6% | -12.0% | -0.7% |
| 3M | +21.6% | +4.3% | +17.3% | +19.0% |
| 6M | +2.3% | +5.5% | -3.2% | -0.6% |
| YTD | -18.7% | +32.3% | -51.0% | -30.0% |
| 1Y | -17.8% | +31.2% | -48.9% | -29.1% |
| 3Y | +69.1% | +14.8% | +54.3% | +48.9% |
| 5Y | +26.5% | +8.0% | +18.5% | +12.5% |
| 10Y | +536.3% | +148.7% | +387.5% | +277.3% |
| All | +536.3% | +155.2% | +381.1% | +277.3% |
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 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