-6.7%
SBUX vs BKR
+172.8%
-179.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -5.5% | -7.0% | +1.5% | -4.2% |
| 30D | -8.5% | -8.1% | -0.3% | -7.1% |
| 3M | -2.9% | -6.6% | +3.7% | -1.9% |
| 6M | -1.5% | +0.9% | -2.4% | -2.4% |
| YTD | +19.4% | +31.1% | -11.7% | +12.0% |
| 1Y | +22.9% | +27.7% | -4.8% | +15.7% |
| 3Y | +11.3% | +71.2% | -59.9% | -1.5% |
| All | -6.7% | +172.8% | -179.6% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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