+32.6%
NET vs SBUX
+10.7%
+21.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.7% | -7.3% | -5.3% |
| 7D | -16.4% | +6.3% | -22.7% | -19.4% |
| 30D | -25.8% | +16.2% | -42.0% | -32.5% |
| 3M | -11.5% | +5.1% | -16.6% | -14.8% |
| 6M | +18.9% | +5.7% | +13.2% | +13.0% |
| YTD | +35.2% | +32.6% | +2.6% | +8.7% |
| 1Y | +14.5% | +41.3% | -26.9% | -12.8% |
| 3Y | +313.8% | +15.2% | +298.6% | +251.7% |
| 5Y | +32.6% | +10.1% | +22.5% | -0.4% |
| All | +32.6% | +10.7% | +21.9% | -0.4% |
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 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