+10.5%
SBUX vs A
+14.4%
-3.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.5% | +0.1% |
| 7D | +0.2% | -0.1% | +0.3% | +0.2% |
| 30D | +19.1% | +3.3% | +15.8% | +17.7% |
| 3M | +3.6% | +18.5% | -14.9% | -2.6% |
| 6M | +5.1% | +59.3% | -54.2% | -12.1% |
| YTD | +32.9% | +31.0% | +1.8% | +19.3% |
| 1Y | +30.4% | +19.3% | +11.1% | +21.6% |
| 3Y | +13.0% | +66.8% | -53.9% | -13.5% |
| 5Y | +10.5% | +15.5% | -5.0% | -5.4% |
| All | +10.5% | +14.4% | -3.9% | -5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling