+1,073.7%
SBUX vs SCHG
+1,121.7%
-48.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.5% |
| 7D | -6.2% | -2.7% | -3.5% | -4.0% |
| 30D | -6.4% | -2.2% | -4.2% | -4.7% |
| 3M | +1.0% | +6.2% | -5.1% | -4.3% |
| 6M | -0.4% | +13.4% | -13.8% | -11.0% |
| YTD | +20.0% | +7.1% | +12.9% | +12.2% |
| 1Y | +22.8% | +12.5% | +10.2% | +9.6% |
| 3Y | +12.3% | +86.2% | -73.9% | -36.6% |
| 5Y | -6.4% | +83.9% | -90.3% | -47.8% |
| 10Y | +126.5% | +451.3% | -324.8% | -57.3% |
| All | +1,073.7% | +1,121.7% | -48.0% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 SCHG 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