+2,247.0%
KLAC vs SBUX
+146.3%
+2,100.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.1% |
| 7D | +10.0% | +1.6% | +8.4% | +9.1% |
| 30D | -14.8% | +14.8% | -29.6% | -21.5% |
| 3M | -27.2% | -0.8% | -26.4% | -27.2% |
| 6M | -17.5% | +2.2% | -19.7% | -19.6% |
| YTD | +25.8% | +29.5% | -3.6% | +5.6% |
| 1Y | +31.8% | +27.0% | +4.8% | +11.6% |
| 3Y | +195.3% | +10.9% | +184.4% | +158.7% |
| 5Y | +285.9% | +7.4% | +278.5% | +238.1% |
| All | +2,247.0% | +146.3% | +2,100.7% | +1,137.0% |
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