+3,781.0%
SHOP vs SBUX
+146.3%
+3,634.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -1.2% | +1.6% | -2.8% | -2.3% |
| 30D | -14.7% | +14.8% | -29.5% | -22.3% |
| 3M | -7.2% | -0.8% | -6.4% | -7.0% |
| 6M | +54.2% | +2.2% | +52.0% | +50.9% |
| YTD | -8.6% | +29.5% | -38.1% | -25.0% |
| 1Y | +0.5% | +27.0% | -26.5% | -16.6% |
| 3Y | +135.9% | +10.9% | +125.0% | +104.8% |
| 5Y | -11.9% | +7.4% | -19.3% | -22.4% |
| All | +3,781.0% | +146.3% | +3,634.7% | +2,298.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling