+154.6%
SBUX vs KEY
+109.2%
+45.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +4.9% | +0.5% | +4.4% | +4.8% |
| 30D | +21.2% | +6.9% | +14.3% | +18.7% |
| 3M | +5.7% | -5.0% | +10.7% | +7.3% |
| 6M | +6.0% | +0.7% | +5.3% | +5.6% |
| YTD | +32.9% | +6.5% | +26.5% | +29.9% |
| 1Y | +33.3% | +22.6% | +10.7% | +24.6% |
| 3Y | +13.0% | +125.3% | -112.3% | -14.7% |
| 5Y | +8.8% | +13.9% | -5.1% | -1.9% |
| 10Y | +154.6% | +105.3% | +49.3% | +68.7% |
| All | +154.6% | +109.2% | +45.4% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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