+145.0%
SBUX vs IT
+90.0%
+55.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | +1.6% | +1.1% | +0.5% | +1.2% |
| 30D | +14.8% | -1.8% | +16.7% | +14.8% |
| 3M | -0.8% | +4.8% | -5.6% | -3.5% |
| 6M | +2.2% | +33.0% | -30.8% | -10.2% |
| YTD | +29.5% | -23.8% | +53.3% | +35.5% |
| 1Y | +27.0% | -16.5% | +43.5% | +28.3% |
| 3Y | +10.9% | -53.6% | +64.6% | +35.8% |
| 5Y | +7.4% | -42.1% | +49.6% | +16.1% |
| All | +145.0% | +90.0% | +55.0% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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