+125.0%
SBUX vs EAT
+379.9%
-254.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.8% |
| 7D | -6.2% | -6.2% | 0.0% | -4.9% |
| 30D | -6.4% | -3.0% | -3.4% | -6.0% |
| 3M | +1.0% | +45.6% | -44.6% | -7.8% |
| 6M | -0.4% | +53.5% | -53.9% | -10.8% |
| YTD | +20.0% | +49.6% | -29.6% | +7.7% |
| 1Y | +22.8% | +38.9% | -16.1% | +11.3% |
| 3Y | +12.3% | +589.7% | -577.4% | -31.3% |
| 5Y | -6.4% | +318.7% | -325.1% | -38.9% |
| All | +125.0% | +379.9% | -254.9% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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