+43,429.5%
SBUX vs BP
+1,640.8%
+41,788.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.6% | -2.8% |
| 7D | +1.0% | +2.5% | -1.5% | +0.2% |
| 30D | +16.6% | -5.6% | +22.2% | +18.4% |
| 3M | -0.6% | +8.0% | -8.6% | -3.6% |
| 6M | +1.8% | +5.7% | -3.9% | -1.2% |
| YTD | +29.7% | +36.8% | -7.1% | +14.8% |
| 1Y | +26.1% | +30.7% | -4.7% | +13.0% |
| 3Y | +10.3% | +51.6% | -41.4% | -7.1% |
| 5Y | +7.6% | +112.2% | -104.6% | -21.3% |
| 10Y | +146.7% | +138.6% | +8.1% | +61.5% |
| All | +43,429.5% | +1,640.8% | +41,788.7% | +18,974.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling