+319.7%
SPY vs SBUX
+125.1%
+194.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.5% | +0.2% |
| 7D | -0.4% | -6.3% | +5.9% | +2.0% |
| 30D | -1.4% | -3.9% | +2.5% | 0.0% |
| 3M | +3.7% | +3.3% | +0.4% | +2.1% |
| 6M | +13.0% | +1.4% | +11.6% | +11.5% |
| YTD | +12.4% | +21.0% | -8.6% | +3.5% |
| 1Y | +18.5% | +22.4% | -3.9% | +8.0% |
| 3Y | +77.6% | +13.2% | +64.4% | +60.0% |
| 5Y | +81.7% | -5.2% | +86.9% | +73.5% |
| 10Y | +319.7% | +128.3% | +191.3% | +171.5% |
| All | +319.7% | +125.1% | +194.6% | +171.5% |
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