+768.2%
SBUX vs BND
+75.1%
+693.1%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.9% |
| 7D | -6.2% | -0.9% | -5.3% | -6.3% |
| 30D | -6.4% | -1.0% | -5.5% | -6.5% |
| 3M | +1.0% | -1.2% | +2.3% | +0.9% |
| 6M | -0.4% | -2.0% | +1.6% | -0.6% |
| YTD | +20.0% | -1.2% | +21.1% | +19.8% |
| 1Y | +22.8% | -0.5% | +23.2% | +22.7% |
| 3Y | +12.3% | +12.4% | -0.1% | +14.3% |
| 5Y | -6.4% | -2.5% | -3.9% | -11.3% |
| 10Y | +126.5% | +15.0% | +111.5% | +148.2% |
| All | +768.2% | +75.1% | +693.1% | +1,403.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling