+40,499.4%
SBUX vs SU
+383,499.8%
-343,000.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -1.9% |
| 7D | -6.3% | +1.6% | -7.8% | -6.3% |
| 30D | -3.9% | +10.7% | -14.6% | -3.9% |
| 3M | +3.3% | +13.5% | -10.2% | +3.3% |
| 6M | +1.4% | +21.8% | -20.4% | +1.4% |
| YTD | +21.0% | +58.8% | -37.9% | +20.9% |
| 1Y | +22.4% | +72.0% | -49.6% | +22.3% |
| 3Y | +13.2% | +121.7% | -108.5% | +13.1% |
| 5Y | -5.2% | +350.4% | -355.6% | -5.4% |
| 10Y | +128.3% | +264.7% | -136.3% | +127.8% |
| All | +40,499.4% | +383,499.8% | -343,000.4% | +39,499.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling