+465.0%
JPM vs SBUX
+146.3%
+318.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +3.5% | +1.6% | +1.9% | +2.8% |
| 30D | +3.3% | +14.8% | -11.6% | -2.6% |
| 3M | -4.2% | -0.8% | -3.4% | -4.1% |
| 6M | +16.4% | +2.2% | +14.2% | +14.6% |
| YTD | +9.5% | +29.5% | -19.9% | -3.4% |
| 1Y | +14.0% | +27.0% | -13.0% | +1.2% |
| 3Y | +153.1% | +10.9% | +142.1% | +129.0% |
| 5Y | +134.9% | +7.4% | +127.4% | +111.0% |
| All | +465.0% | +146.3% | +318.7% | +236.3% |
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