+42,297.2%
SBUX vs STZ
+8,742.7%
+33,554.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.1% |
| 7D | -3.1% | -1.9% | -1.2% | -2.7% |
| 30D | -0.9% | -1.9% | +1.0% | -0.5% |
| 3M | +11.6% | -6.2% | +17.8% | +13.2% |
| 6M | +8.8% | -14.0% | +22.8% | +12.3% |
| YTD | +26.3% | -5.1% | +31.4% | +27.0% |
| 1Y | +23.1% | -9.6% | +32.7% | +25.0% |
| 3Y | +15.0% | -47.2% | +62.2% | +31.8% |
| 5Y | +0.4% | -33.6% | +33.9% | +8.4% |
| 10Y | +130.7% | -9.8% | +140.5% | +126.0% |
| All | +42,297.2% | +8,742.7% | +33,554.5% | +16,687.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling