+41,298.9%
SBUX vs BHP
+5,116.0%
+36,182.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -2.9% |
| 7D | -3.9% | +1.3% | -5.2% | -4.3% |
| 30D | -2.8% | +4.0% | -6.8% | -4.1% |
| 3M | +8.2% | +12.3% | -4.1% | +3.9% |
| 6M | +4.3% | +30.8% | -26.6% | -4.9% |
| YTD | +23.3% | +58.8% | -35.4% | +5.8% |
| 1Y | +24.3% | +76.8% | -52.6% | +3.0% |
| 3Y | +15.5% | +87.5% | -72.0% | -7.3% |
| 5Y | -2.7% | +123.9% | -126.6% | -27.6% |
| 10Y | +128.8% | +504.4% | -375.5% | +22.5% |
| All | +41,298.9% | +5,116.0% | +36,182.9% | +11,597.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BHP 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling