+145.0%
SBUX vs BIL
+26.1%
+118.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | +14.8% | +0.3% | +14.5% | +15.0% |
| 3M | -0.8% | +1.0% | -1.8% | -0.4% |
| 6M | +2.2% | +1.9% | +0.4% | +3.1% |
| YTD | +29.5% | +3.2% | +26.3% | +31.1% |
| 1Y | +27.0% | +3.7% | +23.3% | +28.9% |
| 3Y | +10.9% | +13.8% | -2.9% | +7.4% |
| 5Y | +7.4% | +20.3% | -12.8% | -5.6% |
| All | +145.0% | +26.1% | +118.8% | +77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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