+1,007.0%
SBUX vs STLA
+152.6%
+854.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.1% | +3.7% | -1.3% |
| 7D | +1.0% | -13.1% | +14.1% | +3.6% |
| 30D | +16.6% | -13.3% | +29.8% | +19.3% |
| 3M | -0.6% | -27.9% | +27.3% | +4.9% |
| 6M | +1.8% | -47.8% | +49.6% | +13.4% |
| YTD | +29.7% | -64.6% | +94.2% | +53.2% |
| 1Y | +26.1% | -64.0% | +90.0% | +48.3% |
| 3Y | +10.3% | -76.8% | +87.1% | +36.7% |
| 5Y | +7.6% | -74.2% | +81.8% | +28.5% |
| 10Y | +146.7% | -5.4% | +152.1% | +142.9% |
| All | +1,007.0% | +152.6% | +854.5% | +909.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling