-5.2%
SBUX vs VLO
+619.0%
-624.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.6% | -3.5% | -2.2% |
| 7D | -6.3% | +6.2% | -12.5% | -7.1% |
| 30D | -3.9% | +23.5% | -27.4% | -6.9% |
| 3M | +3.3% | +53.9% | -50.6% | -3.4% |
| 6M | +1.4% | +81.7% | -80.2% | -8.0% |
| YTD | +21.0% | +142.5% | -121.5% | +4.3% |
| 1Y | +22.4% | +145.4% | -123.0% | +5.0% |
| 3Y | +13.2% | +197.3% | -184.1% | -7.6% |
| 5Y | -5.2% | +614.6% | -619.8% | -31.8% |
| All | -5.2% | +619.0% | -624.2% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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