+72.9%
SPY vs SBUX
+9.2%
+63.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.8% | -0.5% |
| 7D | -0.6% | +4.9% | -5.5% | -1.9% |
| 30D | -3.7% | +21.2% | -24.8% | -8.8% |
| 3M | -2.7% | +5.7% | -8.4% | -4.4% |
| 6M | +2.2% | +6.0% | -3.8% | +0.1% |
| YTD | +10.8% | +32.9% | -22.1% | +1.1% |
| 1Y | +11.2% | +33.3% | -22.0% | +1.2% |
| 3Y | +76.5% | +13.0% | +63.5% | +67.7% |
| 5Y | +72.9% | +8.8% | +64.1% | +62.5% |
| All | +72.9% | +9.2% | +63.8% | +62.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling