+42,297.2%
SBUX vs BN
+22,649.2%
+19,648.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | -3.1% | -2.5% | -0.7% | -2.3% |
| 30D | -0.9% | -9.5% | +8.6% | +2.9% |
| 3M | +11.6% | -10.4% | +22.0% | +16.0% |
| 6M | +8.8% | -6.4% | +15.1% | +10.5% |
| YTD | +26.3% | -11.9% | +38.2% | +31.0% |
| 1Y | +23.1% | -8.6% | +31.7% | +25.5% |
| 3Y | +15.0% | +77.6% | -62.6% | -10.9% |
| 5Y | +0.4% | +37.0% | -36.7% | -15.4% |
| 10Y | +130.7% | +266.4% | -135.7% | +33.9% |
| All | +42,297.2% | +22,649.2% | +19,648.0% | +10,693.0% |
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