+762.1%
SBUX vs BR
+1,281.7%
-519.6%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | -6.3% | -5.0% | -1.2% | -3.9% |
| 30D | -3.9% | -2.5% | -1.4% | -2.9% |
| 3M | +3.3% | +13.5% | -10.2% | -3.7% |
| 6M | +1.4% | -9.4% | +10.9% | +5.0% |
| YTD | +21.0% | -23.3% | +44.2% | +34.9% |
| 1Y | +22.4% | -31.6% | +54.0% | +44.4% |
| 3Y | +13.2% | -5.1% | +18.3% | +11.5% |
| 5Y | -5.2% | +8.2% | -13.4% | -14.2% |
| 10Y | +128.3% | +189.8% | -61.5% | +20.0% |
| All | +762.1% | +1,281.7% | -519.6% | +85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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