+2,502.1%
SOXX vs SBUX
+2,524.1%
-22.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.3% |
| 7D | +3.0% | -6.2% | +9.3% | +6.4% |
| 30D | -3.1% | -6.4% | +3.3% | +0.1% |
| 3M | -4.4% | +1.0% | -5.4% | -5.5% |
| 6M | +52.9% | -0.4% | +53.3% | +51.3% |
| YTD | +72.0% | +20.0% | +52.0% | +53.9% |
| 1Y | +105.1% | +22.8% | +82.3% | +80.0% |
| 3Y | +220.6% | +12.3% | +208.3% | +181.4% |
| 5Y | +244.8% | -6.4% | +251.2% | +230.6% |
| 10Y | +1,537.1% | +126.5% | +1,410.7% | +866.5% |
| All | +2,502.1% | +2,524.1% | -22.0% | +180.4% |
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