+443.6%
STX vs SBUX
+1.8%
+441.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.9% |
| 7D | -28.5% | +1.7% | -30.2% | -28.9% |
| 30D | -42.9% | +12.6% | -55.6% | -45.5% |
| 3M | -45.9% | +0.8% | -46.7% | -46.2% |
| 6M | -41.3% | +0.2% | -41.5% | -41.9% |
| YTD | +67.9% | +27.4% | +40.5% | +51.5% |
| 1Y | +66.5% | +31.5% | +35.0% | +48.2% |
| 3Y | +588.0% | +9.3% | +578.7% | +556.1% |
| All | +443.6% | +1.8% | +441.8% | +404.9% |
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