+2,041.4%
SBUX vs BUD
+222.5%
+1,819.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.7% | 0.0% |
| 7D | +4.9% | +6.0% | -1.1% | +2.5% |
| 30D | +21.2% | +11.3% | +9.9% | +15.9% |
| 3M | +5.7% | +3.6% | +2.1% | +3.9% |
| 6M | +6.0% | +7.7% | -1.7% | +2.5% |
| YTD | +32.9% | +36.4% | -3.4% | +16.1% |
| 1Y | +33.3% | +37.8% | -4.6% | +15.9% |
| 3Y | +13.0% | +51.2% | -38.2% | -7.1% |
| 5Y | +8.8% | +53.4% | -44.6% | -12.6% |
| 10Y | +154.6% | -3.2% | +157.8% | +129.0% |
| All | +2,041.4% | +222.5% | +1,819.0% | +835.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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