+203.1%
SBUX vs QSR
+203.9%
-0.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.5% |
| 7D | -6.2% | -4.7% | -1.5% | -4.2% |
| 30D | -6.4% | +4.3% | -10.8% | -8.3% |
| 3M | +1.0% | +5.4% | -4.4% | -1.6% |
| 6M | -0.4% | +8.2% | -8.5% | -4.4% |
| YTD | +20.0% | +14.1% | +5.8% | +12.2% |
| 1Y | +22.8% | +28.1% | -5.3% | +8.8% |
| 3Y | +12.3% | +25.3% | -13.0% | -0.9% |
| 5Y | -6.4% | +40.4% | -46.8% | -22.2% |
| 10Y | +126.5% | +132.4% | -5.9% | +48.5% |
| All | +203.1% | +203.9% | -0.8% | +87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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