+123.9%
SBUX vs BX
+673.1%
-549.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.0% | -1.4% |
| 7D | -5.5% | -5.6% | +0.1% | -3.4% |
| 30D | -8.5% | -12.2% | +3.8% | -4.0% |
| 3M | -2.9% | +7.4% | -10.3% | -6.4% |
| 6M | -1.5% | +22.2% | -23.7% | -10.6% |
| YTD | +19.4% | -14.0% | +33.4% | +23.7% |
| 1Y | +22.9% | -27.3% | +50.2% | +36.0% |
| 3Y | +11.3% | +24.5% | -13.3% | -4.4% |
| 5Y | -6.9% | +18.9% | -25.7% | -23.2% |
| All | +123.9% | +673.1% | -549.2% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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