+105.3%
SBUX vs SPOT
+216.9%
-111.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | -5.5% | -3.1% | -2.4% | -5.0% |
| 30D | -8.5% | +7.4% | -15.8% | -9.6% |
| 3M | -2.9% | +8.2% | -11.1% | -4.5% |
| 6M | -1.5% | +2.2% | -3.7% | -2.8% |
| YTD | +19.4% | -9.5% | +28.8% | +19.7% |
| 1Y | +22.9% | -23.8% | +46.8% | +26.9% |
| 3Y | +11.3% | +233.5% | -222.2% | -16.4% |
| 5Y | -6.9% | +112.2% | -119.1% | -28.4% |
| All | +105.3% | +216.9% | -111.6% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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