+3,676.0%
STX vs SBUX
+125.6%
+3,550.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.4% | +8.8% | +7.5% |
| 7D | +10.7% | -3.9% | +14.6% | +12.5% |
| 30D | +11.3% | -2.8% | +14.1% | +12.6% |
| 3M | +3.2% | +8.2% | -5.0% | -1.0% |
| 6M | +157.0% | +4.3% | +152.7% | +150.5% |
| YTD | +229.2% | +23.3% | +205.9% | +199.1% |
| 1Y | +381.8% | +24.3% | +357.6% | +335.9% |
| 3Y | +1,383.2% | +15.5% | +1,367.7% | +1,232.6% |
| 5Y | +1,144.9% | -2.7% | +1,147.6% | +1,085.9% |
| 10Y | +3,676.0% | +128.8% | +3,547.2% | +2,375.5% |
| All | +3,676.0% | +125.6% | +3,550.5% | +2,375.5% |
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 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