+123.9%
SBUX vs BLDR
+383.3%
-259.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -1.1% |
| 7D | -5.5% | -8.2% | +2.8% | -3.5% |
| 30D | -8.5% | -16.6% | +8.2% | -4.6% |
| 3M | -2.9% | -23.2% | +20.3% | +2.4% |
| 6M | -1.5% | -33.7% | +32.2% | +7.0% |
| YTD | +19.4% | -41.3% | +60.7% | +33.1% |
| 1Y | +22.9% | -58.8% | +81.8% | +49.1% |
| 3Y | +11.3% | -57.5% | +68.7% | +27.6% |
| 5Y | -6.9% | +12.9% | -19.8% | -20.5% |
| All | +123.9% | +383.3% | -259.5% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 10y: compounded portfolio wealth divided by compounded BLDR 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…
10y analysis · Full analysis span regression · 6 months rolling