-5.2%
SBUX vs A
-16.2%
+11.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.4% |
| 7D | -6.3% | -4.4% | -1.9% | -4.8% |
| 30D | -3.9% | -2.7% | -1.2% | -3.1% |
| 3M | +3.3% | +7.0% | -3.8% | +0.5% |
| 6M | +1.4% | +24.6% | -23.2% | -7.6% |
| YTD | +21.0% | +7.0% | +13.9% | +16.7% |
| 1Y | +22.4% | +15.6% | +6.8% | +14.0% |
| 3Y | +13.2% | +29.9% | -16.7% | -4.5% |
| 5Y | -5.2% | -15.4% | +10.2% | -12.9% |
| All | -5.2% | -16.2% | +11.1% | -12.9% |
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