-5.2%
SBUX vs STLA
-63.2%
+58.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | -0.1% | -1.5% |
| 7D | -6.3% | +0.4% | -6.6% | -6.4% |
| 30D | -3.9% | -5.2% | +1.3% | -2.8% |
| 3M | +3.3% | -24.9% | +28.1% | +10.2% |
| 6M | +1.4% | -25.2% | +26.6% | +7.6% |
| YTD | +21.0% | -51.4% | +72.4% | +42.2% |
| 1Y | +22.4% | -40.7% | +63.1% | +34.0% |
| 3Y | +13.2% | -66.3% | +79.5% | +37.9% |
| 5Y | -5.2% | -63.2% | +58.1% | +2.4% |
| All | -5.2% | -63.2% | +58.0% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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