+14.1%
SBUX vs BTSG
+389.4%
-375.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.7% |
| 7D | -5.5% | -3.3% | -2.2% | -5.0% |
| 30D | -8.5% | -1.6% | -6.9% | -8.3% |
| 3M | -2.9% | -6.9% | +4.0% | -2.7% |
| 6M | -1.5% | +42.1% | -43.6% | -9.1% |
| YTD | +19.4% | +56.8% | -37.4% | +8.0% |
| 1Y | +22.9% | +109.8% | -86.9% | +5.1% |
| All | +14.1% | +389.4% | -375.3% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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