+128.8%
SBUX vs D
+35.9%
+93.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -2.9% | -2.6% |
| 7D | -3.9% | +0.8% | -4.7% | -4.2% |
| 30D | -2.8% | -0.7% | -2.1% | -2.6% |
| 3M | +8.2% | +2.1% | +6.1% | +7.3% |
| 6M | +4.3% | +6.8% | -2.6% | +1.3% |
| YTD | +23.3% | +16.5% | +6.8% | +15.8% |
| 1Y | +24.3% | +19.2% | +5.1% | +15.6% |
| 3Y | +15.5% | +61.9% | -46.4% | -6.2% |
| 5Y | -2.7% | +6.5% | -9.2% | -7.4% |
| 10Y | +128.8% | +35.3% | +93.6% | +100.2% |
| All | +128.8% | +35.9% | +93.0% | +100.2% |
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