+244.8%
ORCL vs SBUX
+144.4%
+100.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.0% |
| 7D | -11.2% | +1.7% | -12.8% | -11.7% |
| 30D | -18.8% | +12.6% | -31.5% | -22.1% |
| 3M | -18.8% | +0.8% | -19.6% | -19.2% |
| 6M | -39.7% | +0.2% | -39.9% | -40.4% |
| YTD | -39.6% | +27.4% | -67.1% | -45.5% |
| 1Y | -51.7% | +31.5% | -83.2% | -57.2% |
| 3Y | +10.2% | +9.3% | +1.0% | +1.7% |
| 5Y | +30.8% | +1.5% | +29.3% | +22.0% |
| All | +244.8% | +144.4% | +100.3% | +113.7% |
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