+42,297.2%
SBUX vs STT
+3,866.8%
+38,430.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.3% |
| 7D | -3.1% | +0.5% | -3.6% | -3.3% |
| 30D | -0.9% | +3.9% | -4.7% | -2.1% |
| 3M | +11.6% | +20.0% | -8.3% | +4.8% |
| 6M | +8.8% | +55.3% | -46.5% | -6.6% |
| YTD | +26.3% | +53.3% | -27.0% | +8.7% |
| 1Y | +23.1% | +74.7% | -51.6% | +1.3% |
| 3Y | +15.0% | +205.8% | -190.9% | -22.0% |
| 5Y | +0.4% | +145.0% | -144.6% | -28.6% |
| 10Y | +130.7% | +266.0% | -135.3% | +36.3% |
| All | +42,297.2% | +3,866.8% | +38,430.4% | +9,657.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling