+15.9%
SBUX vs BAM
+90.5%
-74.6%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.3% | +1.5% | +3.1% |
| 7D | +4.8% | +5.3% | -0.4% | +3.2% |
| 30D | +20.6% | +18.1% | +2.5% | +14.5% |
| 3M | +4.3% | +4.2% | 0.0% | +2.6% |
| 6M | +5.5% | +11.1% | -5.6% | +1.4% |
| YTD | +32.3% | +6.6% | +25.7% | +28.2% |
| 1Y | +31.2% | +6.2% | +25.0% | +27.1% |
| 3Y | +14.8% | +95.0% | -80.2% | -7.9% |
| All | +15.9% | +90.5% | -74.6% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 5y: compounded portfolio wealth divided by compounded BAM 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…
5y analysis · Full analysis span regression · 6 months rolling