+140.0%
SBUX vs USB
+92.8%
+47.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | +1.7% | 0.0% | +1.7% | +1.7% |
| 30D | +12.6% | +5.8% | +6.8% | +10.0% |
| 3M | +0.8% | -6.0% | +6.8% | +3.4% |
| 6M | +0.2% | +7.8% | -7.6% | -3.4% |
| YTD | +27.4% | +14.6% | +12.9% | +19.5% |
| 1Y | +31.5% | +31.8% | -0.3% | +16.0% |
| 3Y | +9.3% | +91.5% | -82.3% | -19.6% |
| 5Y | +1.5% | +22.0% | -20.5% | -11.1% |
| All | +140.0% | +92.8% | +47.1% | +68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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