+8,434.7%
SHOP vs SBUX
+156.7%
+8,278.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.7% | +0.3% |
| 7D | -5.1% | -3.1% | -2.0% | -3.0% |
| 30D | +0.6% | -0.9% | +1.5% | +0.9% |
| 3M | +25.0% | +11.6% | +13.4% | +15.7% |
| 6M | +11.9% | +8.8% | +3.1% | +4.3% |
| YTD | -9.9% | +26.3% | -36.2% | -24.8% |
| 1Y | 0.0% | +23.1% | -23.2% | -15.8% |
| 3Y | +117.5% | +15.0% | +102.5% | +83.9% |
| 5Y | -6.6% | +0.4% | -7.0% | -13.9% |
| 10Y | +3,320.3% | +130.7% | +3,189.6% | +1,786.5% |
| All | +8,434.7% | +156.7% | +8,278.0% | +4,757.0% |
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