+128.8%
SBUX vs ALLE
+148.2%
-19.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.0% |
| 7D | -3.9% | +2.8% | -6.7% | -5.1% |
| 30D | -2.8% | -7.6% | +4.8% | +0.7% |
| 3M | +8.2% | +22.8% | -14.6% | -2.3% |
| 6M | +4.3% | +4.6% | -0.3% | +1.0% |
| YTD | +23.3% | -1.2% | +24.6% | +22.0% |
| 1Y | +24.3% | -9.1% | +33.4% | +27.8% |
| 3Y | +15.5% | +50.0% | -34.5% | -9.6% |
| 5Y | -2.7% | +15.2% | -18.0% | -14.7% |
| 10Y | +128.8% | +151.1% | -22.2% | +43.8% |
| All | +128.8% | +148.2% | -19.4% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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