+2,948.6%
SBUX vs SBAC
+2,208.1%
+740.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.1% |
| 7D | -3.1% | -0.8% | -2.3% | -3.0% |
| 30D | -0.9% | +6.9% | -7.8% | -1.7% |
| 3M | +11.6% | -8.2% | +19.8% | +12.7% |
| 6M | +8.8% | -1.6% | +10.4% | +8.4% |
| YTD | +26.3% | -0.1% | +26.4% | +25.5% |
| 1Y | +23.1% | -0.5% | +23.6% | +22.4% |
| 3Y | +15.0% | -9.1% | +24.0% | +14.6% |
| 5Y | +0.4% | -43.8% | +44.1% | +5.9% |
| 10Y | +130.7% | +80.5% | +50.2% | +112.3% |
| All | +2,948.6% | +2,208.1% | +740.5% | +1,988.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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