+81.9%
META vs SBUX
+1.8%
+80.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.1% |
| 7D | -0.8% | +1.7% | -2.5% | -1.5% |
| 30D | -15.4% | +12.6% | -28.1% | -19.6% |
| 3M | +3.5% | +0.8% | +2.7% | +2.8% |
| 6M | -0.3% | +0.2% | -0.5% | -1.1% |
| YTD | -7.3% | +27.4% | -34.8% | -17.9% |
| 1Y | -1.1% | +31.5% | -32.6% | -13.9% |
| 3Y | +95.1% | +9.3% | +85.8% | +83.1% |
| All | +81.9% | +1.8% | +80.1% | +64.2% |
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