+4,414.9%
SBUX vs BLK
+12,788.7%
-8,373.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.5% |
| 7D | -6.2% | -5.2% | -1.1% | -4.2% |
| 30D | -6.4% | -7.0% | +0.6% | -3.8% |
| 3M | +1.0% | +5.7% | -4.6% | -1.6% |
| 6M | -0.4% | +11.0% | -11.4% | -5.2% |
| YTD | +20.0% | +0.9% | +19.1% | +18.1% |
| 1Y | +22.8% | -1.6% | +24.4% | +21.8% |
| 3Y | +12.3% | +64.5% | -52.2% | -9.2% |
| 5Y | -6.4% | +30.9% | -37.2% | -18.4% |
| 10Y | +126.5% | +275.1% | -148.6% | +31.6% |
| All | +4,414.9% | +12,788.7% | -8,373.8% | +981.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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