+8,659.4%
SHOP vs SBUX
+159.0%
+8,500.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.3% | +4.1% |
| 7D | -5.4% | +1.7% | -7.1% | -6.4% |
| 30D | -10.3% | +12.6% | -23.0% | -17.3% |
| 3M | +1.0% | +0.8% | +0.2% | +0.1% |
| 6M | +41.2% | +0.2% | +41.0% | +39.9% |
| YTD | -7.5% | +27.4% | -34.9% | -23.3% |
| 1Y | -4.6% | +31.5% | -36.1% | -23.0% |
| 3Y | +146.4% | +9.3% | +137.2% | +115.5% |
| 5Y | -2.5% | +1.5% | -4.1% | -10.5% |
| 10Y | +3,703.6% | +147.9% | +3,555.7% | +1,891.2% |
| All | +8,659.4% | +159.0% | +8,500.4% | +4,853.0% |
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