-3.3%
SBUX vs BN
+35.8%
-39.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.6% | +0.2% | -1.2% |
| 7D | -3.9% | -1.2% | -2.7% | -3.4% |
| 30D | -2.8% | -10.9% | +8.1% | +2.0% |
| 3M | +8.2% | -11.1% | +19.3% | +13.5% |
| 6M | +4.3% | -4.4% | +8.6% | +5.0% |
| YTD | +23.3% | -14.1% | +37.5% | +29.8% |
| 1Y | +24.3% | -11.1% | +35.3% | +28.2% |
| 3Y | +15.5% | +75.6% | -60.1% | -16.1% |
| All | -3.3% | +35.8% | -39.1% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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