+42.7%
ORCL vs SBUX
+7.0%
+35.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | +8.0% | +1.6% | +6.4% | +7.6% |
| 30D | -4.0% | +14.8% | -18.8% | -7.0% |
| 3M | -19.5% | -0.8% | -18.7% | -19.4% |
| 6M | -33.5% | +2.2% | -35.7% | -34.1% |
| YTD | -34.8% | +29.5% | -64.3% | -39.8% |
| 1Y | -41.6% | +27.0% | -68.6% | -45.9% |
| 3Y | +13.8% | +10.9% | +2.8% | +8.9% |
| All | +42.7% | +7.0% | +35.6% | +41.2% |
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