+154.6%
SBUX vs B
+184.6%
-30.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.1% | +6.6% | +1.1% |
| 7D | +4.9% | +7.1% | -2.2% | +4.2% |
| 30D | +21.2% | -3.3% | +24.5% | +21.4% |
| 3M | +5.7% | -2.5% | +8.2% | +5.7% |
| 6M | +6.0% | -7.2% | +13.2% | +6.1% |
| YTD | +32.9% | -7.4% | +40.3% | +32.6% |
| 1Y | +33.3% | +16.4% | +16.8% | +29.4% |
| 3Y | +13.0% | +178.7% | -165.7% | -2.0% |
| 5Y | +8.8% | +121.7% | -112.9% | -4.7% |
| 10Y | +154.6% | +208.6% | -54.0% | +119.0% |
| All | +154.6% | +184.6% | -30.0% | +119.0% |
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