+128.8%
SBUX vs ALK
-38.6%
+167.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.7% | -1.5% |
| 7D | -3.9% | +0.1% | -4.0% | -3.9% |
| 30D | -2.8% | -18.5% | +15.6% | +2.7% |
| 3M | +8.2% | -3.6% | +11.8% | +8.1% |
| 6M | +4.3% | -3.7% | +7.9% | +2.9% |
| YTD | +23.3% | -19.0% | +42.3% | +27.2% |
| 1Y | +24.3% | -36.0% | +60.3% | +36.5% |
| 3Y | +15.5% | +2.3% | +13.1% | +5.0% |
| 5Y | -2.7% | -27.8% | +25.0% | -4.1% |
| 10Y | +128.8% | -39.0% | +167.8% | +98.8% |
| All | +128.8% | -38.6% | +167.4% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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