+43,351.9%
SBUX vs BN
+23,064.1%
+20,287.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | +0.4% |
| 7D | +1.6% | -1.0% | +2.6% | +2.0% |
| 30D | +14.8% | +14.0% | +0.9% | +9.2% |
| 3M | -0.8% | -9.0% | +8.2% | +2.7% |
| 6M | +2.2% | -8.8% | +11.1% | +5.3% |
| YTD | +29.5% | -10.3% | +39.7% | +33.2% |
| 1Y | +27.0% | -5.8% | +32.8% | +28.3% |
| 3Y | +10.9% | +94.8% | -83.8% | -16.7% |
| 5Y | +7.4% | +31.5% | -24.0% | -8.1% |
| 10Y | +146.3% | +291.9% | -145.6% | +39.8% |
| All | +43,351.9% | +23,064.1% | +20,287.8% | +10,879.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling