+123.9%
SBUX vs SYY
+116.5%
+7.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.9% |
| 7D | -5.5% | +3.9% | -9.4% | -7.0% |
| 30D | -8.5% | -1.7% | -6.7% | -7.8% |
| 3M | -2.9% | +5.2% | -8.1% | -5.1% |
| 6M | -1.5% | -0.2% | -1.3% | -2.3% |
| YTD | +19.4% | +15.4% | +4.0% | +10.7% |
| 1Y | +22.9% | +5.6% | +17.4% | +18.4% |
| 3Y | +11.3% | +28.9% | -17.6% | -3.0% |
| 5Y | -6.9% | +24.1% | -30.9% | -17.9% |
| All | +123.9% | +116.5% | +7.4% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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