+104.4%
SBUX vs IR
+274.4%
-170.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -1.2% |
| 7D | -6.3% | -1.9% | -4.4% | -5.6% |
| 30D | -3.9% | -15.0% | +11.2% | +1.9% |
| 3M | +3.3% | -0.4% | +3.7% | +2.8% |
| 6M | +1.4% | -15.0% | +16.5% | +6.4% |
| YTD | +21.0% | -7.1% | +28.0% | +22.2% |
| 1Y | +22.4% | -7.5% | +30.0% | +23.6% |
| 3Y | +13.2% | +6.3% | +6.9% | +6.6% |
| 5Y | -5.2% | +37.3% | -42.5% | -19.8% |
| All | +104.4% | +274.4% | -170.0% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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