+1,527.5%
META vs SBUX
+428.6%
+1,098.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.6% |
| 7D | +6.7% | -3.1% | +9.8% | +8.3% |
| 30D | +4.8% | -0.9% | +5.6% | +5.1% |
| 3M | -1.6% | +11.6% | -13.2% | -7.2% |
| 6M | -7.5% | +8.8% | -16.3% | -12.0% |
| YTD | -6.4% | +26.3% | -32.7% | -17.5% |
| 1Y | -17.3% | +23.1% | -40.5% | -26.7% |
| 3Y | +109.9% | +15.0% | +95.0% | +82.1% |
| 5Y | +65.4% | +0.4% | +65.0% | +51.7% |
| 10Y | +391.8% | +130.7% | +261.1% | +182.3% |
| All | +1,527.5% | +428.6% | +1,098.8% | +609.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling