+4,485.1%
SBUX vs BB
+314.8%
+4,170.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.1% |
| 7D | +1.6% | +1.8% | -0.3% | +1.4% |
| 30D | +14.8% | +8.1% | +6.7% | +13.5% |
| 3M | -0.8% | -1.0% | +0.2% | -1.3% |
| 6M | +2.2% | +45.9% | -43.7% | -4.1% |
| YTD | +29.5% | +134.8% | -105.4% | +14.5% |
| 1Y | +27.0% | +104.6% | -77.6% | +13.9% |
| 3Y | +10.9% | +152.8% | -141.9% | -6.3% |
| 5Y | +7.4% | -17.4% | +24.9% | +0.5% |
| 10Y | +146.3% | +22.4% | +123.9% | +94.6% |
| All | +4,485.1% | +314.8% | +4,170.4% | +2,315.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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