-2.7%
SBUX vs STT
+150.3%
-153.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.1% | -1.9% |
| 7D | -3.9% | +2.2% | -6.1% | -4.7% |
| 30D | -2.8% | +3.9% | -6.7% | -4.3% |
| 3M | +8.2% | +19.2% | -11.0% | +0.4% |
| 6M | +4.3% | +60.4% | -56.1% | -14.9% |
| YTD | +23.3% | +51.5% | -28.1% | +2.8% |
| 1Y | +24.3% | +76.3% | -52.0% | -3.2% |
| 3Y | +15.5% | +200.7% | -185.3% | -28.7% |
| 5Y | -2.7% | +157.5% | -160.2% | -40.1% |
| All | -2.7% | +150.3% | -153.0% | -40.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling