+459.5%
JPM vs SBUX
+146.7%
+312.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.8% |
| 7D | +1.6% | +1.0% | +0.6% | +1.2% |
| 30D | +3.4% | +16.6% | -13.2% | -3.1% |
| 3M | -5.7% | -0.6% | -5.1% | -5.6% |
| 6M | +13.5% | +1.8% | +11.7% | +12.0% |
| YTD | +8.4% | +29.7% | -21.2% | -4.4% |
| 1Y | +9.1% | +26.1% | -17.0% | -2.9% |
| 3Y | +149.5% | +10.3% | +139.2% | +126.5% |
| 5Y | +132.6% | +7.6% | +125.0% | +108.8% |
| All | +459.5% | +146.7% | +312.7% | +232.7% |
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