+3,017.7%
SPY vs SBUX
+25,229.5%
-22,211.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.8% | -0.5% |
| 7D | -0.6% | +4.9% | -5.5% | -1.8% |
| 30D | -3.7% | +21.2% | -24.8% | -8.3% |
| 3M | -2.7% | +5.7% | -8.4% | -4.3% |
| 6M | +2.2% | +6.0% | -3.8% | +0.3% |
| YTD | +10.8% | +32.9% | -22.1% | +2.3% |
| 1Y | +11.2% | +33.3% | -22.0% | +2.5% |
| 3Y | +76.5% | +13.0% | +63.5% | +65.3% |
| 5Y | +72.9% | +8.8% | +64.1% | +61.9% |
| 10Y | +304.8% | +154.6% | +150.2% | +204.9% |
| All | +3,017.7% | +25,229.5% | -22,211.8% | +926.2% |
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