+125.0%
SBUX vs A
+247.2%
-122.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.4% |
| 7D | -6.2% | -4.6% | -1.7% | -4.5% |
| 30D | -6.4% | -4.3% | -2.2% | -5.0% |
| 3M | +1.0% | +8.9% | -7.9% | -2.9% |
| 6M | -0.4% | +24.5% | -24.9% | -10.7% |
| YTD | +20.0% | +5.8% | +14.2% | +15.1% |
| 1Y | +22.8% | +16.2% | +6.5% | +12.3% |
| 3Y | +12.3% | +28.5% | -16.2% | -5.8% |
| 5Y | -6.4% | -16.3% | +9.9% | -6.0% |
| All | +125.0% | +247.2% | -122.2% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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