+1,537.1%
SOXX vs SBUX
+127.2%
+1,409.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.3% | +2.1% |
| 7D | +1.4% | -5.5% | +6.9% | +4.4% |
| 30D | -3.6% | -8.5% | +4.9% | +0.9% |
| 3M | -10.2% | -2.9% | -7.2% | -9.4% |
| 6M | +54.2% | -1.5% | +55.8% | +53.4% |
| YTD | +75.2% | +19.4% | +55.8% | +56.2% |
| 1Y | +107.5% | +22.9% | +84.6% | +80.5% |
| 3Y | +226.8% | +11.3% | +215.5% | +186.7% |
| 5Y | +251.2% | -6.9% | +258.1% | +236.1% |
| All | +1,537.1% | +127.2% | +1,409.9% | +873.3% |
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 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