+94.5%
QQQ vs SBUX
-4.5%
+99.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.4% |
| 7D | +1.0% | -6.3% | +7.3% | +3.2% |
| 30D | -0.6% | -3.9% | +3.2% | +0.6% |
| 3M | +1.3% | +3.3% | -2.0% | -0.2% |
| 6M | +18.1% | +1.4% | +16.7% | +16.6% |
| YTD | +16.9% | +21.0% | -4.1% | +8.1% |
| 1Y | +24.0% | +22.4% | +1.6% | +13.5% |
| 3Y | +95.6% | +13.2% | +82.4% | +79.5% |
| 5Y | +94.5% | -5.2% | +99.7% | +79.4% |
| All | +94.5% | -4.5% | +99.0% | +79.4% |
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