+42,297.2%
SBUX vs B
+413.0%
+41,884.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -1.2% |
| 7D | -3.1% | -1.6% | -1.5% | -3.1% |
| 30D | -0.9% | +9.4% | -10.3% | -1.4% |
| 3M | +11.6% | +5.0% | +6.6% | +11.1% |
| 6M | +8.8% | -3.5% | +12.3% | +8.6% |
| YTD | +26.3% | +4.5% | +21.9% | +25.5% |
| 1Y | +23.1% | +67.8% | -44.6% | +18.9% |
| 3Y | +15.0% | +196.7% | -181.7% | +7.1% |
| 5Y | +0.4% | +151.9% | -151.6% | -6.2% |
| 10Y | +130.7% | +202.2% | -71.5% | +111.7% |
| All | +42,297.2% | +413.0% | +41,884.2% | +40,106.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling