+590.9%
JPM vs SBUX
+127.2%
+463.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.2% | +1.0% |
| 7D | -0.7% | -5.5% | +4.8% | +1.7% |
| 30D | -2.5% | -8.5% | +6.0% | +1.2% |
| 3M | +14.1% | -2.9% | +17.1% | +15.2% |
| 6M | +25.1% | -1.5% | +26.6% | +24.7% |
| YTD | +12.1% | +19.4% | -7.3% | +2.5% |
| 1Y | +18.8% | +22.9% | -4.1% | +6.5% |
| 3Y | +163.4% | +11.3% | +152.1% | +134.9% |
| 5Y | +156.5% | -6.9% | +163.4% | +146.9% |
| All | +590.9% | +127.2% | +463.7% | +327.6% |
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 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