-2.7%
SBUX vs U
-68.4%
+65.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.6% | -5.0% | -2.7% |
| 7D | -3.9% | +4.5% | -8.4% | -4.4% |
| 30D | -2.8% | -0.6% | -2.2% | -2.8% |
| 3M | +8.2% | +48.4% | -40.2% | +2.4% |
| 6M | +4.3% | +115.4% | -111.1% | -6.8% |
| YTD | +23.3% | -3.2% | +26.6% | +21.1% |
| 1Y | +24.3% | -6.0% | +30.3% | +21.5% |
| 3Y | +15.5% | +13.5% | +2.0% | +3.5% |
| 5Y | -2.7% | -68.0% | +65.3% | -7.5% |
| All | -2.7% | -68.4% | +65.7% | -7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling