+973.7%
SBUX vs BLDR
+414.6%
+559.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.8% | -1.7% |
| 7D | -3.1% | -2.8% | -0.3% | -2.7% |
| 30D | -0.9% | -13.3% | +12.4% | +1.4% |
| 3M | +11.6% | -12.3% | +23.9% | +13.3% |
| 6M | +8.8% | -31.5% | +40.2% | +14.7% |
| YTD | +26.3% | -36.1% | +62.4% | +34.5% |
| 1Y | +23.1% | -54.1% | +77.2% | +38.3% |
| 3Y | +15.0% | -55.8% | +70.7% | +26.5% |
| 5Y | +0.4% | +20.7% | -20.4% | -8.8% |
| 10Y | +130.7% | +390.2% | -259.6% | +56.6% |
| All | +973.7% | +414.6% | +559.1% | +399.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling