+8,680.0%
SHOP vs SBUX
+170.0%
+8,510.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | -2.5% | +0.2% | -2.6% | -2.6% |
| 30D | -16.7% | +19.1% | -35.8% | -26.0% |
| 3M | -2.2% | +3.6% | -5.8% | -4.8% |
| 6M | +45.6% | +5.1% | +40.4% | +39.8% |
| YTD | -7.3% | +32.9% | -40.1% | -25.3% |
| 1Y | -6.1% | +30.4% | -36.5% | -23.5% |
| 3Y | +143.3% | +13.0% | +130.4% | +108.2% |
| 5Y | +0.2% | +10.5% | -10.4% | -12.7% |
| 10Y | +3,663.5% | +152.8% | +3,510.7% | +1,846.3% |
| All | +8,680.0% | +170.0% | +8,510.0% | +4,725.1% |
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