+4.0%
SBUX vs SO
+76.9%
-72.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.4% |
| 7D | +1.7% | -1.5% | +3.1% | +2.1% |
| 30D | +12.6% | +8.1% | +4.6% | +10.1% |
| 3M | +0.8% | +0.2% | +0.6% | +0.6% |
| 6M | +0.2% | +0.4% | -0.2% | -0.1% |
| YTD | +27.4% | +8.5% | +19.0% | +23.9% |
| 1Y | +31.5% | +4.9% | +26.5% | +29.1% |
| 3Y | +9.3% | +47.9% | -38.6% | -7.4% |
| All | +4.0% | +76.9% | -72.9% | -16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling