-6.4%
SBUX vs BEN
+36.2%
-42.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.3% |
| 7D | -6.2% | +0.3% | -6.6% | -6.4% |
| 30D | -6.4% | +0.9% | -7.3% | -6.8% |
| 3M | +1.0% | +9.2% | -8.1% | -3.0% |
| 6M | -0.4% | +36.8% | -37.2% | -13.4% |
| YTD | +20.0% | +44.4% | -24.4% | +1.6% |
| 1Y | +22.8% | +45.8% | -23.1% | +3.2% |
| 3Y | +12.3% | +52.5% | -40.2% | -10.6% |
| 5Y | -6.4% | +37.7% | -44.1% | -26.7% |
| All | -6.4% | +36.2% | -42.6% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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