+42,297.2%
SBUX vs SPGI
+12,350.5%
+29,946.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -0.6% |
| 7D | -3.1% | +0.1% | -3.3% | -3.3% |
| 30D | -0.9% | +8.4% | -9.3% | -4.6% |
| 3M | +11.6% | +11.8% | -0.2% | +5.3% |
| 6M | +8.8% | +5.7% | +3.1% | +4.9% |
| YTD | +26.3% | -9.7% | +36.0% | +29.3% |
| 1Y | +23.1% | -12.5% | +35.6% | +27.3% |
| 3Y | +15.0% | +21.8% | -6.9% | +1.5% |
| 5Y | +0.4% | +8.2% | -7.8% | -7.5% |
| 10Y | +130.7% | +309.5% | -178.8% | +17.0% |
| All | +42,297.2% | +12,350.5% | +29,946.7% | +5,292.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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