+41,298.9%
SBUX vs EFX
+5,952.1%
+35,346.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.7% | -1.2% |
| 7D | -3.9% | -7.8% | +3.9% | -1.0% |
| 30D | -2.8% | -5.7% | +2.9% | -0.9% |
| 3M | +8.2% | +2.5% | +5.7% | +6.0% |
| 6M | +4.3% | -16.7% | +20.9% | +9.7% |
| YTD | +23.3% | -20.2% | +43.5% | +30.6% |
| 1Y | +24.3% | -31.4% | +55.7% | +38.8% |
| 3Y | +15.5% | -10.5% | +26.0% | +11.9% |
| 5Y | -2.7% | -35.2% | +32.5% | +4.7% |
| 10Y | +128.8% | +40.2% | +88.7% | +70.7% |
| All | +41,298.9% | +5,952.1% | +35,346.7% | +10,282.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded EFX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling