+901.5%
SBUX vs BIL
+30.8%
+870.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.6% |
| 7D | +1.7% | -0.3% | +1.9% | +1.0% |
| 30D | +12.6% | 0.0% | +12.6% | +12.7% |
| 3M | +0.8% | +0.6% | +0.2% | +2.5% |
| 6M | +0.2% | +1.5% | -1.3% | +4.4% |
| YTD | +27.4% | +2.8% | +24.7% | +37.2% |
| 1Y | +31.5% | +3.3% | +28.1% | +43.7% |
| 3Y | +9.3% | +13.5% | -4.2% | +53.3% |
| 5Y | +1.5% | +19.8% | -18.3% | +64.5% |
| 10Y | +147.9% | +25.6% | +122.3% | +358.9% |
| All | +901.5% | +30.8% | +870.7% | +2,006.4% |
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