+2,722.1%
SBUX vs ASX
+3,515.0%
-792.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | -3.1% | -0.7% | -2.4% | -3.0% |
| 30D | -0.9% | +2.0% | -2.9% | -1.4% |
| 3M | +11.6% | -1.3% | +12.9% | +10.0% |
| 6M | +8.8% | +71.4% | -62.6% | -4.7% |
| YTD | +26.3% | +135.3% | -109.0% | +3.5% |
| 1Y | +23.1% | +267.5% | -244.4% | -8.5% |
| 3Y | +15.0% | +388.5% | -373.5% | -20.8% |
| 5Y | +0.4% | +417.1% | -416.7% | -32.9% |
| 10Y | +130.7% | +872.7% | -742.1% | +31.1% |
| All | +2,722.1% | +3,515.0% | -792.9% | +941.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling