+42,297.2%
SBUX vs RF
+730.5%
+41,566.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -3.1% | +1.3% | -4.4% | -3.5% |
| 30D | -0.9% | -3.6% | +2.7% | 0.0% |
| 3M | +11.6% | +8.1% | +3.5% | +9.4% |
| 6M | +8.8% | +11.5% | -2.7% | +5.6% |
| YTD | +26.3% | +15.6% | +10.7% | +21.4% |
| 1Y | +23.1% | +15.7% | +7.5% | +18.1% |
| 3Y | +15.0% | +86.9% | -71.9% | -3.6% |
| 5Y | +0.4% | +89.8% | -89.5% | -17.4% |
| 10Y | +130.7% | +344.7% | -214.0% | +45.9% |
| All | +42,297.2% | +730.5% | +41,566.7% | +17,601.6% |
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