+81.8%
SPY vs SBUX
-1.1%
+82.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.8% | +0.1% |
| 7D | +0.5% | -3.9% | +4.4% | +1.7% |
| 30D | -0.9% | -2.8% | +1.9% | -0.2% |
| 3M | +3.9% | +8.2% | -4.3% | +1.3% |
| 6M | +14.5% | +4.3% | +10.3% | +12.5% |
| YTD | +12.9% | +23.3% | -10.4% | +5.4% |
| 1Y | +19.4% | +24.3% | -4.9% | +10.6% |
| 3Y | +78.5% | +15.5% | +63.0% | +65.7% |
| 5Y | +81.8% | -2.7% | +84.5% | +70.8% |
| All | +81.8% | -1.1% | +82.8% | +70.8% |
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