+2,868.5%
SBUX vs ASX
+3,544.9%
-676.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.6% | -6.6% | -1.3% |
| 7D | +0.2% | +0.8% | -0.7% | -0.5% |
| 30D | +19.1% | -20.4% | +39.5% | +22.9% |
| 3M | +3.6% | -2.1% | +5.8% | +2.3% |
| 6M | +5.1% | +8.2% | -3.1% | -0.3% |
| YTD | +32.9% | +137.3% | -104.4% | +7.0% |
| 1Y | +30.4% | +155.0% | -124.6% | +3.4% |
| 3Y | +13.0% | +397.9% | -385.0% | -23.6% |
| 5Y | +10.5% | +529.2% | -518.7% | -29.7% |
| 10Y | +152.8% | +1,007.5% | -854.7% | +38.3% |
| All | +2,868.5% | +3,544.9% | -676.4% | +976.5% |
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 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