-5.2%
SBUX vs EAT
+310.8%
-316.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.3% | -1.2% |
| 7D | -6.3% | -6.8% | +0.5% | -4.7% |
| 30D | -3.9% | -5.4% | +1.5% | -2.8% |
| 3M | +3.3% | +42.8% | -39.5% | -5.9% |
| 6M | +1.4% | +56.5% | -55.1% | -10.3% |
| YTD | +21.0% | +50.0% | -29.1% | +7.8% |
| 1Y | +22.4% | +38.3% | -15.9% | +10.5% |
| 3Y | +13.2% | +591.6% | -578.4% | -32.4% |
| 5Y | -5.2% | +312.6% | -317.8% | -41.5% |
| All | -5.2% | +310.8% | -316.0% | -41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling