+154.6%
SBUX vs ALLY
+182.8%
-28.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +1.2% |
| 7D | +4.9% | -0.7% | +5.6% | +5.2% |
| 30D | +21.2% | +1.1% | +20.0% | +20.7% |
| 3M | +5.7% | -13.2% | +18.8% | +10.5% |
| 6M | +6.0% | -13.5% | +19.5% | +10.6% |
| YTD | +32.9% | -14.3% | +47.2% | +38.5% |
| 1Y | +33.3% | -1.1% | +34.4% | +32.3% |
| 3Y | +13.0% | +62.0% | -49.0% | -8.2% |
| 5Y | +8.8% | -9.6% | +18.5% | +4.2% |
| 10Y | +154.6% | +176.0% | -21.3% | +59.3% |
| All | +154.6% | +182.8% | -28.2% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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