+39,971.8%
SBUX vs BNY
+7,182.3%
+32,789.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -5.5% | -1.3% | -4.2% | -5.0% |
| 30D | -8.5% | -0.2% | -8.3% | -8.4% |
| 3M | -2.9% | +14.9% | -17.8% | -8.0% |
| 6M | -1.5% | +40.0% | -41.5% | -13.4% |
| YTD | +19.4% | +42.0% | -22.6% | +4.2% |
| 1Y | +22.9% | +56.9% | -33.9% | +3.2% |
| 3Y | +11.3% | +289.9% | -278.6% | -33.5% |
| 5Y | -6.9% | +259.2% | -266.0% | -43.4% |
| 10Y | +125.4% | +413.3% | -287.9% | +16.0% |
| All | +39,971.8% | +7,182.3% | +32,789.5% | +6,159.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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