+553.0%
SCHD vs SBUX
+550.5%
+2.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.3% |
| 7D | -2.6% | -6.3% | +3.6% | -0.7% |
| 30D | -0.3% | -3.9% | +3.6% | +0.9% |
| 3M | +6.1% | +3.3% | +2.8% | +4.8% |
| 6M | +11.7% | +1.4% | +10.3% | +10.5% |
| YTD | +26.3% | +21.0% | +5.4% | +17.9% |
| 1Y | +28.8% | +22.4% | +6.3% | +19.2% |
| 3Y | +55.0% | +13.2% | +41.8% | +42.1% |
| 5Y | +60.0% | -5.2% | +65.2% | +53.3% |
| 10Y | +243.1% | +128.3% | +114.8% | +136.4% |
| All | +553.0% | +550.5% | +2.5% | +223.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 all: compounded portfolio wealth divided by compounded SBUX 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…
all analysis · Full analysis span regression · 6 months rolling