+558.6%
QQQ vs SBUX
+127.2%
+431.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.1% |
| 7D | -0.6% | -5.5% | +4.9% | +1.7% |
| 30D | -1.2% | -8.5% | +7.2% | +2.3% |
| 3M | -0.2% | -2.9% | +2.7% | +0.6% |
| 6M | +17.9% | -1.5% | +19.4% | +17.6% |
| YTD | +16.6% | +19.4% | -2.7% | +6.9% |
| 1Y | +23.0% | +22.9% | 0.0% | +10.6% |
| 3Y | +92.9% | +11.3% | +81.7% | +73.2% |
| 5Y | +95.6% | -6.9% | +102.5% | +86.8% |
| All | +558.6% | +127.2% | +431.4% | +317.0% |
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