-2.7%
SBUX vs S
-72.3%
+69.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -2.1% |
| 7D | -3.9% | -5.8% | +1.9% | -3.2% |
| 30D | -2.8% | -9.2% | +6.4% | -1.9% |
| 3M | +8.2% | +23.4% | -15.2% | +4.6% |
| 6M | +4.3% | +36.9% | -32.7% | -1.2% |
| YTD | +23.3% | +29.5% | -6.2% | +17.4% |
| 1Y | +24.3% | +5.4% | +18.9% | +21.3% |
| 3Y | +15.5% | +14.7% | +0.8% | +8.0% |
| 5Y | -2.7% | -71.5% | +68.8% | -5.0% |
| All | -2.7% | -72.3% | +69.6% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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