+19,011.6%
SBUX vs ALL
+3,598.8%
+15,412.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | +1.0% |
| 7D | +1.7% | -1.9% | +3.6% | +2.4% |
| 30D | +12.6% | +13.8% | -1.1% | +7.2% |
| 3M | +0.8% | -7.0% | +7.8% | +3.3% |
| 6M | +0.2% | +18.0% | -17.8% | -6.7% |
| YTD | +27.4% | +24.2% | +3.2% | +15.8% |
| 1Y | +31.5% | +31.2% | +0.3% | +16.8% |
| 3Y | +9.3% | +107.5% | -98.3% | -20.6% |
| 5Y | +1.5% | +144.8% | -143.3% | -32.6% |
| 10Y | +147.9% | +375.8% | -227.9% | +25.2% |
| All | +19,011.6% | +3,598.8% | +15,412.8% | +4,330.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling