+44.3%
SBUX vs U
-29.6%
+73.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.2% | -5.4% | -0.8% |
| 7D | +1.6% | +2.6% | -1.0% | +1.3% |
| 30D | +14.8% | +27.6% | -12.7% | +11.5% |
| 3M | -0.8% | +15.3% | -16.1% | -2.9% |
| 6M | +2.2% | +96.4% | -94.2% | -6.4% |
| YTD | +29.5% | +19.6% | +9.9% | +23.6% |
| 1Y | +27.0% | +42.1% | -15.1% | +18.4% |
| 3Y | +10.9% | +87.5% | -76.6% | -5.4% |
| 5Y | +7.4% | -73.1% | +80.6% | -1.4% |
| All | +44.3% | -29.6% | +73.9% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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