-6.7%
SBUX vs PSX
+362.1%
-368.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | -5.5% | +1.7% | -7.2% | -5.9% |
| 30D | -8.5% | +15.6% | -24.1% | -11.5% |
| 3M | -2.9% | +46.5% | -49.4% | -11.1% |
| 6M | -1.5% | +55.0% | -56.5% | -11.5% |
| YTD | +19.4% | +105.3% | -85.9% | +0.1% |
| 1Y | +22.9% | +101.6% | -78.6% | +3.2% |
| 3Y | +11.3% | +134.1% | -122.8% | -11.6% |
| All | -6.7% | +362.1% | -368.9% | -36.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling