+2,989.4%
SHOP vs SBUX
+125.1%
+2,864.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.9% | -3.5% | -4.1% |
| 7D | -10.6% | -6.3% | -4.4% | -6.5% |
| 30D | -18.3% | -3.9% | -14.4% | -16.2% |
| 3M | +14.8% | +3.3% | +11.5% | +12.3% |
| 6M | -5.0% | +1.4% | -6.5% | -7.1% |
| YTD | -21.2% | +21.0% | -42.2% | -32.2% |
| 1Y | -11.6% | +22.4% | -34.0% | -25.2% |
| 3Y | +101.2% | +13.2% | +88.0% | +72.0% |
| 5Y | -15.7% | -5.2% | -10.5% | -19.9% |
| 10Y | +2,989.4% | +128.3% | +2,861.1% | +1,718.5% |
| All | +2,989.4% | +125.1% | +2,864.4% | +1,718.5% |
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