+145.0%
SBUX vs M
-7.1%
+152.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.4% |
| 7D | +1.6% | +7.0% | -5.4% | +0.4% |
| 30D | +14.8% | +8.9% | +5.9% | +13.1% |
| 3M | -0.8% | +4.5% | -5.3% | -1.7% |
| 6M | +2.2% | +36.2% | -34.0% | -3.7% |
| YTD | +29.5% | +15.1% | +14.3% | +25.0% |
| 1Y | +27.0% | +27.4% | -0.4% | +20.4% |
| 3Y | +10.9% | +160.1% | -149.2% | -10.5% |
| 5Y | +7.4% | -1.6% | +9.0% | -2.0% |
| All | +145.0% | -7.1% | +152.1% | +77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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