+131.9%
JPM vs SBUX
+8.8%
+123.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -2.5% | +0.2% | -2.6% | -2.5% |
| 30D | +2.7% | +19.1% | -16.4% | -2.2% |
| 3M | -4.7% | +3.6% | -8.3% | -5.7% |
| 6M | +15.6% | +5.1% | +10.4% | +13.6% |
| YTD | +8.6% | +32.9% | -24.2% | -0.8% |
| 1Y | +10.9% | +30.4% | -19.5% | +1.7% |
| 3Y | +149.9% | +13.0% | +137.0% | +138.3% |
| 5Y | +131.9% | +10.5% | +121.4% | +117.6% |
| All | +131.9% | +8.8% | +123.2% | +117.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling