-2.7%
SBUX vs SPOT
+108.1%
-110.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.2% | -2.0% |
| 7D | -3.9% | -2.9% | -1.0% | -3.5% |
| 30D | -2.8% | +8.3% | -11.1% | -4.2% |
| 3M | +8.2% | +5.1% | +3.1% | +7.1% |
| 6M | +4.3% | -6.5% | +10.7% | +4.5% |
| YTD | +23.3% | -9.0% | +32.3% | +23.8% |
| 1Y | +24.3% | -26.4% | +50.7% | +29.4% |
| 3Y | +15.5% | +240.0% | -224.6% | -14.8% |
| 5Y | -2.7% | +111.7% | -114.4% | -31.1% |
| All | -2.7% | +108.1% | -110.8% | -31.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling