+4.0%
SBUX vs ALL
+146.6%
-142.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | +0.4% |
| 7D | +1.7% | -1.9% | +3.6% | +2.2% |
| 30D | +12.6% | +13.8% | -1.1% | +9.2% |
| 3M | +0.8% | -7.0% | +7.8% | +2.4% |
| 6M | +0.2% | +18.0% | -17.8% | -4.4% |
| YTD | +27.4% | +24.2% | +3.2% | +19.7% |
| 1Y | +31.5% | +31.2% | +0.3% | +21.6% |
| 3Y | +9.3% | +107.5% | -98.3% | -13.0% |
| All | +4.0% | +146.6% | -142.6% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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