+1,335.2%
STX vs SBUX
+18.0%
+1,317.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.3% | +7.6% | +6.7% |
| 7D | +2.4% | -3.1% | +5.5% | +3.3% |
| 30D | +1.4% | -0.9% | +2.3% | +1.7% |
| 3M | -8.2% | +11.6% | -19.8% | -11.9% |
| 6M | +127.0% | +8.8% | +118.2% | +119.6% |
| YTD | +209.1% | +26.3% | +182.8% | +187.1% |
| 1Y | +365.4% | +23.1% | +342.3% | +334.0% |
| All | +1,335.2% | +18.0% | +1,317.2% | +1,285.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling