+1,144.9%
STX vs SBUX
-1.1%
+1,146.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.4% | +8.8% | +7.4% |
| 7D | +10.7% | -3.9% | +14.6% | +12.3% |
| 30D | +11.3% | -2.8% | +14.1% | +12.4% |
| 3M | +3.2% | +8.2% | -5.0% | -0.7% |
| 6M | +157.0% | +4.3% | +152.7% | +150.7% |
| YTD | +229.2% | +23.3% | +205.9% | +201.4% |
| 1Y | +381.8% | +24.3% | +357.6% | +339.3% |
| 3Y | +1,383.2% | +15.5% | +1,367.7% | +1,265.6% |
| 5Y | +1,144.9% | -2.7% | +1,147.6% | +1,059.4% |
| All | +1,144.9% | -1.1% | +1,146.0% | +1,059.4% |
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