+128.3%
SBUX vs STT
+262.1%
-133.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -6.3% | +1.0% | -7.2% | -6.6% |
| 30D | -3.9% | +2.8% | -6.6% | -4.9% |
| 3M | +3.3% | +18.1% | -14.8% | -3.7% |
| 6M | +1.4% | +59.2% | -57.8% | -16.5% |
| YTD | +21.0% | +51.5% | -30.5% | +1.3% |
| 1Y | +22.4% | +75.7% | -53.3% | -3.8% |
| 3Y | +13.2% | +200.8% | -187.5% | -29.0% |
| 5Y | -5.2% | +155.8% | -161.0% | -39.0% |
| 10Y | +128.3% | +266.4% | -138.0% | +16.9% |
| All | +128.3% | +262.1% | -133.7% | +16.9% |
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