-2.7%
SBUX vs BIL
+19.4%
-22.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -3.9% | +0.1% | -4.0% | -3.9% |
| 30D | -2.8% | +0.3% | -3.1% | -2.9% |
| 3M | +8.2% | +0.9% | +7.3% | +8.1% |
| 6M | +4.3% | +1.8% | +2.4% | +4.2% |
| YTD | +23.3% | +2.5% | +20.9% | +22.7% |
| 1Y | +24.3% | +3.7% | +20.6% | +22.3% |
| 3Y | +15.5% | +14.1% | +1.4% | -8.5% |
| 5Y | -2.7% | +19.4% | -22.1% | -45.7% |
| All | -2.7% | +19.4% | -22.1% | -45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling