+1,934.7%
SBUX vs BUD
+201.1%
+1,733.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.3% |
| 7D | -3.1% | +0.3% | -3.4% | -3.2% |
| 30D | -0.9% | -5.7% | +4.8% | +1.3% |
| 3M | +11.6% | +3.1% | +8.5% | +10.1% |
| 6M | +8.8% | +7.9% | +0.9% | +4.9% |
| YTD | +26.3% | +27.3% | -1.0% | +13.6% |
| 1Y | +23.1% | +37.8% | -14.7% | +7.2% |
| 3Y | +15.0% | +49.8% | -34.9% | -5.2% |
| 5Y | +0.4% | +43.8% | -43.5% | -17.4% |
| 10Y | +130.7% | -22.6% | +153.3% | +129.0% |
| All | +1,934.7% | +201.1% | +1,733.6% | +815.6% |
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