+148.7%
SBUX vs SWKS
+37.5%
+111.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +3.0% | +3.6% |
| 7D | +4.8% | -2.7% | +7.6% | +5.7% |
| 30D | +20.6% | +8.5% | +12.1% | +17.6% |
| 3M | +4.3% | +17.3% | -13.0% | -2.4% |
| 6M | +5.5% | +25.1% | -19.6% | -5.3% |
| YTD | +32.3% | +33.3% | -1.0% | +14.7% |
| 1Y | +31.2% | +22.9% | +8.3% | +16.8% |
| 3Y | +14.8% | +5.5% | +9.3% | +2.4% |
| 5Y | +8.0% | -41.9% | +49.9% | +14.3% |
| 10Y | +148.7% | +32.4% | +116.3% | +100.1% |
| All | +148.7% | +37.5% | +111.2% | +100.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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