+22,229.9%
ISRG vs SBUX
+3,110.3%
+19,119.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.6% | -3.1% |
| 7D | +4.8% | +1.7% | +3.1% | +4.3% |
| 30D | +9.2% | +12.6% | -3.4% | +4.3% |
| 3M | +21.2% | +0.8% | +20.3% | +20.7% |
| 6M | +0.2% | +0.2% | +0.1% | 0.0% |
| YTD | -20.1% | +27.4% | -47.5% | -28.0% |
| 1Y | -17.3% | +31.5% | -48.8% | -26.7% |
| 3Y | +63.3% | +9.3% | +54.0% | +50.1% |
| 5Y | +24.1% | +1.5% | +22.6% | +16.4% |
| 10Y | +507.0% | +147.9% | +359.1% | +301.4% |
| All | +22,229.9% | +3,110.3% | +19,119.6% | +7,719.9% |
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