+123.9%
SBUX vs BTI
+73.8%
+50.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.7% |
| 7D | -5.5% | -0.2% | -5.3% | -5.4% |
| 30D | -8.5% | -1.1% | -7.4% | -8.2% |
| 3M | -2.9% | -8.8% | +5.9% | -0.2% |
| 6M | -1.5% | -4.0% | +2.4% | -0.8% |
| YTD | +19.4% | +0.4% | +19.0% | +18.3% |
| 1Y | +22.9% | +1.9% | +21.0% | +21.0% |
| 3Y | +11.3% | +108.5% | -97.2% | -16.6% |
| 5Y | -6.9% | +118.5% | -125.4% | -32.1% |
| All | +123.9% | +73.8% | +50.1% | +67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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