+311.1%
SPY vs SBUX
+155.1%
+156.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -0.9% | +0.2% | -1.1% | -1.0% |
| 30D | -2.4% | +19.1% | -21.4% | -8.4% |
| 3M | -1.2% | +3.6% | -4.8% | -2.7% |
| 6M | +3.3% | +5.1% | -1.8% | +0.8% |
| YTD | +12.3% | +32.9% | -20.6% | -0.3% |
| 1Y | +12.4% | +30.4% | -18.0% | +0.3% |
| 3Y | +78.8% | +13.0% | +65.8% | +63.0% |
| 5Y | +75.2% | +10.5% | +64.6% | +57.3% |
| 10Y | +311.1% | +152.8% | +158.3% | +159.7% |
| All | +311.1% | +155.1% | +156.0% | +159.7% |
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