+145.0%
SBUX vs B
+216.6%
-71.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.1% |
| 7D | +1.6% | -7.3% | +8.9% | +2.4% |
| 30D | +14.8% | -3.3% | +18.2% | +15.1% |
| 3M | -0.8% | -7.8% | +7.0% | -0.2% |
| 6M | +2.2% | -15.5% | +17.8% | +3.5% |
| YTD | +29.5% | -12.3% | +41.7% | +29.9% |
| 1Y | +27.0% | +5.4% | +21.7% | +24.7% |
| 3Y | +10.9% | +165.5% | -154.6% | -3.4% |
| 5Y | +7.4% | +107.0% | -99.6% | -5.4% |
| All | +145.0% | +216.6% | -71.6% | +111.3% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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