+128.3%
SBUX vs ALB
+80.1%
+48.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.9% | -1.4% |
| 7D | -6.3% | -8.6% | +2.3% | -4.6% |
| 30D | -3.9% | -4.0% | +0.2% | -3.2% |
| 3M | +3.3% | -17.4% | +20.7% | +6.6% |
| 6M | +1.4% | -25.4% | +26.8% | +5.7% |
| YTD | +21.0% | -10.5% | +31.5% | +20.4% |
| 1Y | +22.4% | +75.8% | -53.4% | +4.4% |
| 3Y | +13.2% | -28.5% | +41.7% | +9.7% |
| 5Y | -5.2% | -45.1% | +39.9% | -6.5% |
| 10Y | +128.3% | +87.3% | +41.0% | +47.5% |
| All | +128.3% | +80.1% | +48.3% | +47.5% |
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