+145.4%
SBUX vs D
+47.7%
+97.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.1% |
| 7D | +1.0% | -3.1% | +4.1% | +2.2% |
| 30D | +16.6% | +8.4% | +8.2% | +13.2% |
| 3M | -0.6% | +0.2% | -0.8% | -0.7% |
| 6M | +1.8% | +9.5% | -7.7% | -1.9% |
| YTD | +29.7% | +18.8% | +10.9% | +20.9% |
| 1Y | +26.1% | +14.7% | +11.4% | +19.0% |
| 3Y | +10.3% | +72.9% | -62.7% | -12.6% |
| 5Y | +7.6% | +13.1% | -5.5% | 0.0% |
| All | +145.4% | +47.7% | +97.7% | +112.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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