+41,298.9%
SBUX vs SYY
+2,819.5%
+38,479.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.2% |
| 7D | -3.9% | -2.8% | -1.1% | -2.8% |
| 30D | -2.8% | -5.3% | +2.5% | -0.6% |
| 3M | +8.2% | +5.1% | +3.1% | +5.9% |
| 6M | +4.3% | -5.0% | +9.2% | +5.6% |
| YTD | +23.3% | +10.7% | +12.6% | +16.5% |
| 1Y | +24.3% | +0.7% | +23.6% | +22.2% |
| 3Y | +15.5% | +24.0% | -8.6% | +2.5% |
| 5Y | -2.7% | +19.3% | -22.0% | -12.8% |
| 10Y | +128.8% | +96.4% | +32.4% | +52.4% |
| All | +41,298.9% | +2,819.5% | +38,479.4% | +11,748.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling