+41,298.9%
SBUX vs BTI
+4,951.2%
+36,347.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | -3.9% | -1.4% | -2.5% | -3.6% |
| 30D | -2.8% | -7.0% | +4.2% | -1.1% |
| 3M | +8.2% | -6.3% | +14.5% | +9.8% |
| 6M | +4.3% | -2.0% | +6.2% | +4.4% |
| YTD | +23.3% | +0.2% | +23.1% | +22.7% |
| 1Y | +24.3% | +3.8% | +20.5% | +22.4% |
| 3Y | +15.5% | +112.1% | -96.6% | -5.8% |
| 5Y | -2.7% | +113.6% | -116.3% | -21.2% |
| 10Y | +128.8% | +69.6% | +59.2% | +90.7% |
| All | +41,298.9% | +4,951.2% | +36,347.7% | +21,008.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling