+42,678.7%
SBUX vs SO
+4,298.6%
+38,380.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.3% |
| 7D | +1.7% | -1.5% | +3.1% | +2.2% |
| 30D | +12.6% | +8.1% | +4.6% | +9.3% |
| 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% | +22.9% |
| 1Y | +31.5% | +4.9% | +26.5% | +28.4% |
| 3Y | +9.3% | +47.9% | -38.6% | -8.1% |
| 5Y | +1.5% | +75.7% | -74.2% | -20.9% |
| 10Y | +147.9% | +178.0% | -30.1% | +59.0% |
| All | +42,678.7% | +4,298.6% | +38,380.1% | +12,877.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling