+123.9%
SBUX vs BRO
+294.2%
-170.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -5.5% | -7.3% | +1.8% | -2.2% |
| 30D | -8.5% | -6.9% | -1.6% | -5.6% |
| 3M | -2.9% | +10.7% | -13.6% | -8.1% |
| 6M | -1.5% | -2.7% | +1.2% | -1.7% |
| YTD | +19.4% | -16.3% | +35.7% | +27.7% |
| 1Y | +22.9% | -29.1% | +52.0% | +42.0% |
| 3Y | +11.3% | -7.8% | +19.1% | +7.3% |
| 5Y | -6.9% | +18.7% | -25.6% | -25.0% |
| All | +123.9% | +294.2% | -170.4% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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