-9.3%
SHOP vs SBUX
-1.1%
-8.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.4% | -5.2% | -5.8% |
| 7D | -4.1% | -3.9% | -0.2% | -1.1% |
| 30D | -11.5% | -2.8% | -8.7% | -9.8% |
| 3M | +21.1% | +8.2% | +12.8% | +13.7% |
| 6M | +3.0% | +4.3% | -1.3% | -1.8% |
| YTD | -16.7% | +23.3% | -40.0% | -31.3% |
| 1Y | -8.3% | +24.3% | -32.6% | -25.6% |
| 3Y | +112.8% | +15.5% | +97.4% | +74.1% |
| 5Y | -9.3% | -2.7% | -6.6% | -27.3% |
| All | -9.3% | -1.1% | -8.2% | -27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling