+145.0%
SBUX vs STT
+198.3%
-53.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | -0.1% |
| 7D | +1.6% | +4.8% | -3.2% | -0.3% |
| 30D | +14.8% | +3.9% | +10.9% | +13.1% |
| 3M | -0.8% | -8.2% | +7.4% | +2.5% |
| 6M | +2.2% | +15.6% | -13.4% | -4.2% |
| YTD | +29.5% | +37.6% | -8.2% | +12.5% |
| 1Y | +27.0% | +50.1% | -23.1% | +6.4% |
| 3Y | +10.9% | +183.1% | -172.1% | -28.9% |
| 5Y | +7.4% | +104.8% | -97.4% | -24.6% |
| All | +145.0% | +198.3% | -53.3% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 10y: compounded portfolio wealth divided by compounded STT 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…
10y analysis · Full analysis span regression · 6 months rolling