+154.6%
SBUX vs ASX
+878.5%
-723.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.3% | -2.8% | -0.3% |
| 7D | +4.9% | -9.1% | +14.1% | +6.5% |
| 30D | +21.2% | -23.6% | +44.7% | +27.0% |
| 3M | +5.7% | -5.6% | +11.3% | +4.7% |
| 6M | +6.0% | +4.7% | +1.3% | -0.7% |
| YTD | +32.9% | +122.6% | -89.7% | +0.2% |
| 1Y | +33.3% | +133.0% | -99.7% | -1.1% |
| 3Y | +13.0% | +367.1% | -354.1% | -34.3% |
| 5Y | +8.8% | +504.7% | -495.9% | -43.2% |
| 10Y | +154.6% | +887.2% | -732.6% | +5.9% |
| All | +154.6% | +878.5% | -723.9% | +5.9% |
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