+24,208.7%
SBUX vs SPY
+3,045.4%
+21,163.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.0% |
| 7D | +1.0% | +3.3% | -2.3% | -2.2% |
| 30D | +16.6% | -2.7% | +19.3% | +19.7% |
| 3M | -0.6% | -1.7% | +1.2% | +1.0% |
| 6M | +1.8% | +3.1% | -1.3% | -2.1% |
| YTD | +29.7% | +11.9% | +17.8% | +14.8% |
| 1Y | +26.1% | +12.0% | +14.1% | +11.5% |
| 3Y | +10.3% | +78.2% | -67.9% | -39.7% |
| 5Y | +7.6% | +73.2% | -65.6% | -39.2% |
| 10Y | +146.7% | +309.6% | -162.9% | -42.2% |
| All | +24,208.7% | +3,045.4% | +21,163.3% | +469.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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