+23.0%
SBUX vs AS
+123.4%
-100.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | 0.0% |
| 7D | +1.6% | -4.9% | +6.4% | +2.4% |
| 30D | +14.8% | +3.9% | +10.9% | +14.2% |
| 3M | -0.8% | -9.6% | +8.8% | +0.6% |
| 6M | +2.2% | -8.7% | +10.9% | +3.1% |
| YTD | +29.5% | -19.8% | +49.3% | +32.6% |
| 1Y | +27.0% | -1.5% | +28.6% | +25.4% |
| All | +23.0% | +123.4% | -100.5% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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