+523.3%
ON vs SBUX
+146.3%
+377.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.5% |
| 7D | +12.2% | +1.6% | +10.7% | +11.1% |
| 30D | -3.1% | +14.8% | -18.0% | -12.3% |
| 3M | -12.9% | -0.8% | -12.1% | -12.7% |
| 6M | -38.6% | +2.2% | -40.8% | -40.8% |
| YTD | +31.2% | +29.5% | +1.8% | +5.2% |
| 1Y | +47.6% | +27.0% | +20.6% | +19.8% |
| 3Y | +6.6% | +10.9% | -4.3% | -9.3% |
| 5Y | +21.3% | +7.4% | +13.8% | +4.5% |
| All | +523.3% | +146.3% | +377.0% | +193.9% |
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