+123.9%
SBUX vs SU
+267.2%
-143.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.3% | -0.5% |
| 7D | -5.5% | +2.2% | -7.7% | -6.0% |
| 30D | -8.5% | +8.4% | -16.9% | -10.2% |
| 3M | -2.9% | +12.1% | -15.0% | -5.7% |
| 6M | -1.5% | +19.7% | -21.2% | -6.2% |
| YTD | +19.4% | +58.4% | -39.0% | +6.3% |
| 1Y | +22.9% | +67.2% | -44.3% | +7.9% |
| 3Y | +11.3% | +125.0% | -113.7% | -9.8% |
| 5Y | -6.9% | +355.1% | -361.9% | -38.8% |
| All | +123.9% | +267.2% | -143.3% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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