+1,497.9%
META vs SBUX
+437.2%
+1,060.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.2% | -0.7% | -2.5% |
| 7D | -3.1% | +0.6% | -3.7% | -3.4% |
| 30D | -18.1% | +10.5% | -28.6% | -22.0% |
| 3M | +2.9% | +0.7% | +2.1% | +1.9% |
| 6M | +0.2% | +2.3% | -2.1% | -1.9% |
| YTD | -8.1% | +28.4% | -36.5% | -20.0% |
| 1Y | -4.5% | +31.4% | -35.9% | -18.2% |
| 3Y | +94.2% | +11.5% | +82.7% | +71.6% |
| 5Y | +79.1% | +2.2% | +76.8% | +62.6% |
| 10Y | +405.9% | +149.7% | +256.2% | +177.4% |
| All | +1,497.9% | +437.2% | +1,060.7% | +588.4% |
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