+23,576.4%
SBUX vs SPY
+3,091.8%
+20,484.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -0.9% |
| 7D | -3.1% | +0.1% | -3.2% | -3.3% |
| 30D | -0.9% | +0.1% | -0.9% | -1.0% |
| 3M | +11.6% | +2.0% | +9.6% | +8.9% |
| 6M | +8.8% | +13.0% | -4.2% | -4.5% |
| YTD | +26.3% | +13.5% | +12.8% | +10.4% |
| 1Y | +23.1% | +20.0% | +3.2% | +1.5% |
| 3Y | +15.0% | +77.2% | -62.2% | -36.6% |
| 5Y | +0.4% | +81.9% | -81.5% | -46.1% |
| 10Y | +130.7% | +314.1% | -183.4% | -46.5% |
| All | +23,576.4% | +3,091.8% | +20,484.6% | +447.6% |
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