+591.8%
ON vs SBUX
+125.1%
+466.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +1.3% |
| 7D | -1.9% | -6.3% | +4.4% | +2.8% |
| 30D | -11.0% | -3.9% | -7.2% | -8.6% |
| 3M | -39.3% | +3.3% | -42.6% | -41.5% |
| 6M | +19.8% | +1.4% | +18.4% | +16.1% |
| YTD | +31.1% | +21.0% | +10.1% | +10.8% |
| 1Y | +46.0% | +22.4% | +23.6% | +21.4% |
| 3Y | -27.5% | +13.2% | -40.7% | -40.3% |
| 5Y | +56.9% | -5.2% | +62.1% | +48.8% |
| 10Y | +591.8% | +128.3% | +463.5% | +260.8% |
| All | +591.8% | +125.1% | +466.7% | +260.8% |
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