+154.6%
SBUX vs ALB
+34.3%
+120.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.7% | +1.3% |
| 7D | +4.9% | +5.3% | -0.3% | +3.8% |
| 30D | +21.2% | -6.3% | +27.4% | +22.5% |
| 3M | +5.7% | -27.4% | +33.1% | +12.0% |
| 6M | +6.0% | -53.1% | +59.1% | +21.7% |
| YTD | +32.9% | -32.3% | +65.3% | +39.3% |
| 1Y | +33.3% | -7.3% | +40.6% | +30.4% |
| 3Y | +13.0% | -14.9% | +28.0% | +4.1% |
| 5Y | +8.8% | -62.0% | +70.9% | +15.7% |
| 10Y | +154.6% | +33.0% | +121.6% | +76.5% |
| All | +154.6% | +34.3% | +120.3% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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