+152.8%
SBUX vs STZ
+12.8%
+140.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.3% |
| 7D | +0.2% | -0.9% | +1.1% | +0.5% |
| 30D | +19.1% | +14.9% | +4.1% | +13.1% |
| 3M | +3.6% | +8.4% | -4.8% | +0.2% |
| 6M | +5.1% | +2.8% | +2.3% | +3.4% |
| YTD | +32.9% | +7.5% | +25.3% | +27.1% |
| 1Y | +30.4% | +12.5% | +17.9% | +22.2% |
| 3Y | +13.0% | -35.4% | +48.4% | +28.3% |
| 5Y | +10.5% | -29.3% | +39.8% | +19.8% |
| 10Y | +152.8% | +11.8% | +141.0% | +129.7% |
| All | +152.8% | +12.8% | +140.0% | +129.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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