+944.0%
SBUX vs BIL
+30.8%
+913.2%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | 0.0% |
| 7D | +0.2% | +0.1% | +0.1% | +0.4% |
| 30D | +19.1% | 0.0% | +19.1% | +19.1% |
| 3M | +3.6% | +0.6% | +3.0% | +5.3% |
| 6M | +5.1% | +1.5% | +3.6% | +9.5% |
| YTD | +32.9% | +2.8% | +30.1% | +43.2% |
| 1Y | +30.4% | +3.3% | +27.1% | +42.6% |
| 3Y | +13.0% | +13.4% | -0.5% | +58.2% |
| 5Y | +10.5% | +19.8% | -9.3% | +79.4% |
| 10Y | +152.8% | +25.7% | +127.1% | +369.8% |
| All | +944.0% | +30.8% | +913.2% | +2,098.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling