+8.0%
SBUX vs ASX
+464.2%
-456.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.6% | -4.8% | +2.1% |
| 7D | +4.8% | -12.3% | +17.1% | +6.9% |
| 30D | +20.6% | -26.0% | +46.6% | +26.6% |
| 3M | +4.3% | -8.1% | +12.4% | +3.8% |
| 6M | +5.5% | +1.4% | +4.1% | -0.6% |
| YTD | +32.3% | +115.6% | -83.2% | -0.7% |
| 1Y | +31.2% | +128.0% | -96.9% | -3.4% |
| 3Y | +14.8% | +371.4% | -356.6% | -37.5% |
| 5Y | +8.0% | +469.4% | -461.5% | -48.0% |
| All | +8.0% | +464.2% | -456.2% | -48.0% |
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