+2,038.9%
STX vs SBUX
+146.7%
+1,892.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -0.2% |
| 7D | +16.8% | +1.0% | +15.8% | +16.5% |
| 30D | -27.0% | +16.6% | -43.6% | -31.6% |
| 3M | -37.9% | -0.6% | -37.3% | -37.9% |
| 6M | -32.5% | +1.8% | -34.3% | -33.8% |
| YTD | +98.6% | +29.7% | +68.9% | +76.4% |
| 1Y | +93.6% | +26.1% | +67.5% | +73.8% |
| 3Y | +699.1% | +10.3% | +688.8% | +638.1% |
| 5Y | +481.0% | +7.6% | +473.4% | +430.3% |
| All | +2,038.9% | +146.7% | +1,892.2% | +1,309.1% |
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