+366.3%
SBUX vs PSX
+1,187.1%
-820.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | -0.4% |
| 7D | +1.6% | +7.8% | -6.2% | -0.5% |
| 30D | +14.8% | -10.9% | +25.7% | +18.1% |
| 3M | -0.8% | +14.5% | -15.3% | -5.0% |
| 6M | +2.2% | +56.1% | -53.9% | -10.5% |
| YTD | +29.5% | +109.6% | -80.1% | +3.6% |
| 1Y | +27.0% | +95.5% | -68.5% | +3.4% |
| 3Y | +10.9% | +156.2% | -145.3% | -17.9% |
| 5Y | +7.4% | +310.0% | -302.6% | -32.8% |
| 10Y | +146.3% | +368.0% | -221.8% | +33.1% |
| All | +366.3% | +1,187.1% | -820.8% | +99.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling