+43,351.9%
SBUX vs BEN
+3,088.6%
+40,263.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.4% |
| 7D | +1.6% | +6.8% | -5.2% | -1.0% |
| 30D | +14.8% | +18.0% | -3.2% | +7.5% |
| 3M | -0.8% | +7.5% | -8.3% | -3.8% |
| 6M | +2.2% | +14.7% | -12.5% | -4.0% |
| YTD | +29.5% | +56.1% | -26.6% | +6.9% |
| 1Y | +27.0% | +69.6% | -42.6% | +1.5% |
| 3Y | +10.9% | +87.7% | -76.7% | -17.2% |
| 5Y | +7.4% | +28.6% | -21.2% | -8.4% |
| 10Y | +146.3% | +59.8% | +86.5% | +76.3% |
| All | +43,351.9% | +3,088.6% | +40,263.3% | +10,527.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling