-2.7%
SBUX vs ASX
+472.4%
-475.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +6.1% | -8.4% | -3.7% |
| 7D | -3.9% | +6.3% | -10.2% | -5.3% |
| 30D | -2.8% | +6.4% | -9.2% | -4.4% |
| 3M | +8.2% | +13.1% | -4.9% | +2.9% |
| 6M | +4.3% | +90.3% | -86.0% | -15.4% |
| YTD | +23.3% | +149.6% | -126.3% | -7.9% |
| 1Y | +24.3% | +249.2% | -224.9% | -16.9% |
| 3Y | +15.5% | +445.9% | -430.4% | -36.7% |
| 5Y | -2.7% | +477.7% | -480.4% | -51.6% |
| All | -2.7% | +472.4% | -475.1% | -51.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling