+145.0%
SBUX vs ADM
+133.7%
+11.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.9% | -1.0% |
| 7D | +1.6% | +4.2% | -2.6% | +0.2% |
| 30D | +14.8% | -12.8% | +27.7% | +19.7% |
| 3M | -0.8% | -8.5% | +7.7% | +1.5% |
| 6M | +2.2% | -10.9% | +13.1% | +5.0% |
| YTD | +29.5% | +29.4% | 0.0% | +16.5% |
| 1Y | +27.0% | +27.5% | -0.5% | +14.7% |
| 3Y | +10.9% | +10.3% | +0.6% | +2.0% |
| 5Y | +7.4% | +27.4% | -19.9% | -11.8% |
| All | +145.0% | +133.7% | +11.2% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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