+1,034.2%
SBUX vs STLA
+168.9%
+865.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.5% | +0.6% |
| 7D | +0.2% | -11.6% | +11.8% | +2.4% |
| 30D | +19.1% | -6.2% | +25.2% | +20.2% |
| 3M | +3.6% | -24.6% | +28.2% | +8.4% |
| 6M | +5.1% | -44.9% | +50.0% | +16.0% |
| YTD | +32.9% | -62.3% | +95.1% | +55.2% |
| 1Y | +30.4% | -61.8% | +92.2% | +51.8% |
| 3Y | +13.0% | -75.3% | +88.3% | +38.5% |
| 5Y | +10.5% | -72.5% | +83.1% | +30.5% |
| 10Y | +152.8% | +0.8% | +152.0% | +146.1% |
| All | +1,034.2% | +168.9% | +865.2% | +922.1% |
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