+145.0%
SBUX vs UNP
+286.3%
-141.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | +1.6% | +4.2% | -2.7% | -0.5% |
| 30D | +14.8% | +5.6% | +9.2% | +11.8% |
| 3M | -0.8% | +2.0% | -2.8% | -1.9% |
| 6M | +2.2% | +15.4% | -13.2% | -5.4% |
| YTD | +29.5% | +32.7% | -3.3% | +10.9% |
| 1Y | +27.0% | +39.4% | -12.4% | +6.0% |
| 3Y | +10.9% | +54.3% | -43.4% | -13.1% |
| 5Y | +7.4% | +39.6% | -32.2% | -12.9% |
| All | +145.0% | +286.3% | -141.3% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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