+3.0%
SBUX vs BIL
+19.8%
-16.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +1.7% | -0.3% | +1.9% | +1.5% |
| 30D | +12.6% | 0.0% | +12.6% | +12.4% |
| 3M | +0.8% | +0.6% | +0.2% | +0.4% |
| 6M | +0.2% | +1.5% | -1.3% | -0.2% |
| YTD | +27.4% | +2.8% | +24.7% | +26.1% |
| 1Y | +31.5% | +3.3% | +28.1% | +29.4% |
| 3Y | +9.3% | +13.5% | -4.2% | -14.8% |
| All | +3.0% | +19.8% | -16.7% | -47.8% |
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