+11.8%
SBUX vs BX
+22.1%
-10.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.0% | 0.0% |
| 7D | -6.2% | -8.9% | +2.7% | -3.7% |
| 30D | -6.4% | -14.8% | +8.3% | -2.2% |
| 3M | +1.0% | +6.9% | -5.9% | -1.7% |
| 6M | -0.4% | +16.3% | -16.7% | -6.5% |
| YTD | +20.0% | -16.1% | +36.0% | +25.7% |
| 1Y | +22.8% | -26.8% | +49.6% | +34.8% |
| All | +11.8% | +22.1% | -10.2% | +2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling