+128.3%
SBUX vs ASX
+973.8%
-845.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.5% | -5.5% | -2.8% |
| 7D | -6.3% | +11.1% | -17.4% | -8.7% |
| 30D | -3.9% | +9.6% | -13.5% | -6.2% |
| 3M | +3.3% | +18.6% | -15.3% | -3.1% |
| 6M | +1.4% | +92.1% | -90.7% | -17.9% |
| YTD | +21.0% | +158.5% | -137.5% | -10.3% |
| 1Y | +22.4% | +271.9% | -249.5% | -18.9% |
| 3Y | +13.2% | +465.2% | -452.0% | -36.1% |
| 5Y | -5.2% | +479.4% | -484.6% | -48.8% |
| 10Y | +128.3% | +992.0% | -863.6% | -6.5% |
| All | +128.3% | +973.8% | -845.4% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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