+42,678.7%
SBUX vs RF
+672.9%
+42,005.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.6% |
| 7D | +1.7% | -0.9% | +2.6% | +1.9% |
| 30D | +12.6% | +6.0% | +6.6% | +11.0% |
| 3M | +0.8% | -8.9% | +9.7% | +3.2% |
| 6M | +0.2% | +2.3% | -2.2% | -0.6% |
| YTD | +27.4% | +7.6% | +19.9% | +24.7% |
| 1Y | +31.5% | +21.2% | +10.3% | +24.8% |
| 3Y | +9.3% | +108.5% | -99.3% | -10.5% |
| 5Y | +1.5% | +43.2% | -41.7% | -10.3% |
| 10Y | +147.9% | +288.1% | -140.2% | +62.3% |
| All | +42,678.7% | +672.9% | +42,005.8% | +18,089.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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