+17,983.8%
ISRG vs SBUX
+3,081.6%
+14,902.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.4% | -0.3% |
| 7D | -1.6% | -3.1% | +1.6% | -0.3% |
| 30D | -2.3% | -0.9% | -1.4% | -2.0% |
| 3M | -12.4% | +11.6% | -24.1% | -16.2% |
| 6M | -26.8% | +8.8% | -35.6% | -29.7% |
| YTD | -35.3% | +26.3% | -61.6% | -41.5% |
| 1Y | -19.3% | +23.1% | -42.5% | -26.7% |
| 3Y | +18.1% | +15.0% | +3.2% | +6.2% |
| 5Y | +2.6% | +0.4% | +2.3% | -3.5% |
| 10Y | +379.4% | +130.7% | +248.8% | +225.2% |
| All | +17,983.8% | +3,081.6% | +14,902.2% | +6,256.6% |
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