+145.4%
SBUX vs AR
+57.2%
+88.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -2.5% |
| 7D | +1.0% | +6.4% | -5.4% | +0.6% |
| 30D | +16.6% | +3.1% | +13.5% | +16.2% |
| 3M | -0.6% | +3.3% | -3.8% | -1.0% |
| 6M | +1.8% | +6.6% | -4.7% | +1.0% |
| YTD | +29.7% | +12.3% | +17.4% | +27.8% |
| 1Y | +26.1% | +12.3% | +13.7% | +24.1% |
| 3Y | +10.3% | +50.4% | -40.2% | +5.3% |
| 5Y | +7.6% | +101.0% | -93.4% | -0.6% |
| All | +145.4% | +57.2% | +88.2% | +97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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