+123.9%
SBUX vs BP
+137.7%
-13.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -5.5% | +5.2% | -10.7% | -6.9% |
| 30D | -8.5% | +8.7% | -17.2% | -10.8% |
| 3M | -2.9% | +9.3% | -12.2% | -5.9% |
| 6M | -1.5% | +13.6% | -15.1% | -6.2% |
| YTD | +19.4% | +37.7% | -18.3% | +6.8% |
| 1Y | +22.9% | +40.6% | -17.7% | +8.7% |
| 3Y | +11.3% | +40.3% | -29.0% | -2.8% |
| 5Y | -6.9% | +141.4% | -148.3% | -34.0% |
| All | +123.9% | +137.7% | -13.8% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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