-6.4%
SBUX vs SYY
+20.0%
-26.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.2% |
| 7D | -6.2% | +1.5% | -7.8% | -6.9% |
| 30D | -6.4% | -2.3% | -4.1% | -5.6% |
| 3M | +1.0% | +5.5% | -4.5% | -1.4% |
| 6M | -0.4% | -1.0% | +0.6% | -0.9% |
| YTD | +20.0% | +14.1% | +5.8% | +11.1% |
| 1Y | +22.8% | +5.6% | +17.2% | +17.9% |
| 3Y | +12.3% | +27.9% | -15.6% | -4.2% |
| 5Y | -6.4% | +22.7% | -29.1% | -20.2% |
| All | -6.4% | +20.0% | -26.4% | -20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling