+7.6%
SBUX vs SWKS
-36.1%
+43.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.7% | -5.1% | -3.1% |
| 7D | +1.0% | +10.9% | -9.8% | -1.9% |
| 30D | +16.6% | +17.6% | -1.0% | +11.3% |
| 3M | -0.6% | +29.2% | -29.8% | -9.2% |
| 6M | +1.8% | +37.0% | -35.1% | -10.7% |
| YTD | +29.7% | +44.9% | -15.3% | +9.8% |
| 1Y | +26.1% | +33.8% | -7.8% | +9.7% |
| 3Y | +10.3% | +10.2% | 0.0% | -3.3% |
| 5Y | +7.6% | -37.0% | +44.6% | +11.8% |
| All | +7.6% | -36.1% | +43.7% | +11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling