+123.9%
SBUX vs OMC
+34.2%
+89.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -5.5% | -4.4% | -1.1% | -4.0% |
| 30D | -8.5% | -7.6% | -0.9% | -6.0% |
| 3M | -2.9% | +4.5% | -7.4% | -5.2% |
| 6M | -1.5% | -0.3% | -1.3% | -2.4% |
| YTD | +19.4% | -0.1% | +19.5% | +16.9% |
| 1Y | +22.9% | +4.6% | +18.3% | +17.5% |
| 3Y | +11.3% | +10.5% | +0.8% | +1.4% |
| 5Y | -6.9% | +31.7% | -38.6% | -23.1% |
| All | +123.9% | +34.2% | +89.7% | +68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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