-6.7%
SBUX vs BNS
+94.7%
-101.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -10.1% |
| 3M | -2.9% | +14.1% | -17.0% | -9.5% |
| 6M | -1.5% | +33.8% | -35.3% | -15.7% |
| YTD | +19.4% | +29.5% | -10.1% | +3.7% |
| 1Y | +22.9% | +48.4% | -25.5% | -0.9% |
| 3Y | +11.3% | +129.6% | -118.3% | -30.8% |
| All | -6.7% | +94.7% | -101.4% | -34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling