+123.9%
SBUX vs BBY
+252.7%
-128.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.1% | -3.6% | -1.3% |
| 7D | -5.5% | +0.6% | -6.1% | -5.6% |
| 30D | -8.5% | +9.4% | -17.9% | -10.9% |
| 3M | -2.9% | +19.3% | -22.2% | -8.0% |
| 6M | -1.5% | +47.9% | -49.4% | -13.0% |
| YTD | +19.4% | +39.6% | -20.2% | +6.9% |
| 1Y | +22.9% | +22.2% | +0.8% | +14.2% |
| 3Y | +11.3% | +45.0% | -33.7% | -4.3% |
| 5Y | -6.9% | +2.6% | -9.4% | -14.7% |
| All | +123.9% | +252.7% | -128.8% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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