+42,297.2%
SBUX vs BAX
+547.2%
+41,750.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -1.6% |
| 7D | -3.1% | -1.1% | -2.0% | -2.8% |
| 30D | -0.9% | -5.5% | +4.6% | +0.7% |
| 3M | +11.6% | +33.5% | -21.9% | +1.6% |
| 6M | +8.8% | +35.9% | -27.1% | -2.2% |
| YTD | +26.3% | +35.4% | -9.0% | +12.7% |
| 1Y | +23.1% | +9.8% | +13.4% | +16.5% |
| 3Y | +15.0% | -32.7% | +47.7% | +22.7% |
| 5Y | +0.4% | -65.6% | +65.9% | +29.9% |
| 10Y | +130.7% | -34.9% | +165.6% | +142.2% |
| All | +42,297.2% | +547.2% | +41,750.0% | +23,793.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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