+62.5%
SBUX vs DOW
-17.0%
+79.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.2% |
| 7D | -5.5% | -1.4% | -4.1% | -5.1% |
| 30D | -8.5% | -3.9% | -4.5% | -7.4% |
| 3M | -2.9% | -12.7% | +9.8% | +0.9% |
| 6M | -1.5% | -13.7% | +12.2% | +0.8% |
| YTD | +19.4% | +28.4% | -9.0% | +5.0% |
| 1Y | +22.9% | +21.8% | +1.2% | +9.3% |
| 3Y | +11.3% | -35.7% | +47.0% | +21.8% |
| 5Y | -6.9% | -36.8% | +30.0% | +1.1% |
| All | +62.5% | -17.0% | +79.5% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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