+145.4%
SBUX vs USFD
+359.1%
-213.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -1.9% |
| 7D | +1.0% | +1.3% | -0.3% | +0.6% |
| 30D | +16.6% | +10.6% | +6.0% | +12.8% |
| 3M | -0.6% | -2.4% | +1.9% | +0.1% |
| 6M | +1.8% | +28.9% | -27.1% | -6.8% |
| YTD | +29.7% | +43.7% | -14.0% | +13.6% |
| 1Y | +26.1% | +48.5% | -22.4% | +9.0% |
| 3Y | +10.3% | +154.7% | -144.4% | -20.9% |
| 5Y | +7.6% | +218.4% | -210.8% | -29.5% |
| All | +145.4% | +359.1% | -213.7% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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