+91.4%
ORCL vs SBUX
+0.4%
+91.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.3% | +4.4% | +3.4% |
| 7D | +5.3% | -3.1% | +8.4% | +6.0% |
| 30D | +10.0% | -0.9% | +10.8% | +10.2% |
| 3M | -32.6% | +11.6% | -44.2% | -34.6% |
| 6M | +4.9% | +8.8% | -3.9% | +2.0% |
| YTD | -17.8% | +26.3% | -44.1% | -23.4% |
| 1Y | -28.0% | +23.1% | -51.1% | -32.8% |
| 3Y | +36.0% | +15.0% | +21.1% | +27.7% |
| All | +91.4% | +0.4% | +91.0% | +84.8% |
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 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