+123.9%
SBUX vs BNS
+188.9%
-65.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.1% | -0.8% |
| 7D | -5.5% | -0.4% | -5.1% | -5.3% |
| 30D | -8.5% | +3.5% | -11.9% | -10.4% |
| 3M | -2.9% | +14.1% | -17.0% | -10.2% |
| 6M | -1.5% | +33.8% | -35.3% | -16.9% |
| YTD | +19.4% | +29.5% | -10.1% | +2.3% |
| 1Y | +22.9% | +48.4% | -25.5% | -2.6% |
| 3Y | +11.3% | +129.6% | -118.3% | -32.4% |
| 5Y | -6.9% | +96.1% | -102.9% | -38.6% |
| All | +123.9% | +188.9% | -65.0% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 10y: compounded portfolio wealth divided by compounded BNS 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…
10y analysis · Full analysis span regression · 6 months rolling