+123.9%
SBUX vs PSX
+386.4%
-262.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | -5.5% | +1.7% | -7.2% | -6.0% |
| 30D | -8.5% | +15.6% | -24.1% | -12.3% |
| 3M | -2.9% | +46.5% | -49.4% | -13.3% |
| 6M | -1.5% | +55.0% | -56.5% | -14.0% |
| YTD | +19.4% | +105.3% | -85.9% | -4.3% |
| 1Y | +22.9% | +101.6% | -78.6% | -1.3% |
| 3Y | +11.3% | +134.1% | -122.8% | -16.2% |
| 5Y | -6.9% | +368.7% | -375.5% | -45.6% |
| All | +123.9% | +386.4% | -262.5% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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