+154.6%
SBUX vs SO
+188.2%
-33.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.4% |
| 7D | +4.9% | -0.1% | +5.1% | +5.0% |
| 30D | +21.2% | +8.7% | +12.5% | +17.1% |
| 3M | +5.7% | +3.4% | +2.3% | +4.2% |
| 6M | +6.0% | +3.7% | +2.3% | +4.3% |
| YTD | +32.9% | +10.0% | +22.9% | +27.1% |
| 1Y | +33.3% | +6.6% | +26.7% | +29.1% |
| 3Y | +13.0% | +52.5% | -39.5% | -8.3% |
| 5Y | +8.8% | +76.1% | -67.2% | -18.3% |
| 10Y | +154.6% | +194.9% | -40.3% | +64.4% |
| All | +154.6% | +188.2% | -33.6% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 10y: compounded portfolio wealth divided by compounded SO 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…
10y analysis · Full analysis span regression · 6 months rolling