-3.0%
ISRG vs SBUX
-1.1%
-1.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.4% | -2.2% | -3.5% |
| 7D | -5.2% | -3.9% | -1.3% | -3.6% |
| 30D | -7.6% | -2.8% | -4.7% | -6.5% |
| 3M | -16.4% | +8.2% | -24.6% | -19.0% |
| 6M | -28.6% | +4.3% | -32.8% | -30.1% |
| YTD | -38.2% | +23.3% | -61.5% | -43.8% |
| 1Y | -25.5% | +24.3% | -49.8% | -32.8% |
| 3Y | +17.4% | +15.5% | +2.0% | +6.0% |
| 5Y | -3.0% | -2.7% | -0.3% | -11.5% |
| All | -3.0% | -1.1% | -1.9% | -11.5% |
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