-6.4%
SBUX vs BND
-2.6%
-3.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.4% |
| 7D | -6.2% | -0.9% | -5.3% | -5.6% |
| 30D | -6.4% | -1.0% | -5.5% | -5.8% |
| 3M | +1.0% | -1.2% | +2.3% | +2.0% |
| 6M | -0.4% | -2.0% | +1.6% | +1.1% |
| YTD | +20.0% | -1.2% | +21.1% | +20.9% |
| 1Y | +22.8% | -0.5% | +23.2% | +23.2% |
| 3Y | +12.3% | +12.4% | -0.1% | +2.3% |
| 5Y | -6.4% | -2.5% | -3.9% | -9.1% |
| All | -6.4% | -2.6% | -3.8% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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