+277.8%
ORCL vs SBUX
+155.1%
+122.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.1% | +8.9% | +8.8% |
| 7D | +3.8% | +0.2% | +3.6% | +3.8% |
| 30D | -6.6% | +19.1% | -25.6% | -11.8% |
| 3M | -11.4% | +3.6% | -15.0% | -12.6% |
| 6M | -33.3% | +5.1% | -38.4% | -35.0% |
| YTD | -33.3% | +32.9% | -66.1% | -40.6% |
| 1Y | -44.9% | +30.4% | -75.3% | -50.8% |
| 3Y | +17.6% | +13.0% | +4.7% | +7.5% |
| 5Y | +46.1% | +10.5% | +35.5% | +31.7% |
| 10Y | +277.8% | +152.8% | +125.0% | +125.9% |
| All | +277.8% | +155.1% | +122.6% | +125.9% |
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