+2,040.3%
SBUX vs BUD
+215.1%
+1,825.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.9% |
| 7D | +0.2% | +0.5% | -0.3% | -0.1% |
| 30D | +19.1% | +7.4% | +11.7% | +15.6% |
| 3M | +3.6% | +4.3% | -0.7% | +1.6% |
| 6M | +5.1% | +5.3% | -0.1% | +2.5% |
| YTD | +32.9% | +33.2% | -0.4% | +17.1% |
| 1Y | +30.4% | +31.8% | -1.4% | +15.4% |
| 3Y | +13.0% | +47.8% | -34.8% | -6.3% |
| 5Y | +10.5% | +50.2% | -39.6% | -10.5% |
| 10Y | +152.8% | -4.8% | +157.6% | +128.7% |
| All | +2,040.3% | +215.1% | +1,825.2% | +843.6% |
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