+10,374.7%
STX vs SBUX
+2,852.1%
+7,522.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.1% | +10.0% | +10.0% |
| 7D | -1.0% | +0.2% | -1.1% | -0.7% |
| 30D | -26.8% | +19.1% | -45.8% | -32.6% |
| 3M | -32.7% | +3.6% | -36.3% | -34.1% |
| 6M | -33.7% | +5.1% | -38.9% | -36.2% |
| YTD | +101.0% | +32.9% | +68.1% | +73.9% |
| 1Y | +92.7% | +30.4% | +62.3% | +67.9% |
| 3Y | +708.7% | +13.0% | +695.7% | +619.8% |
| 5Y | +504.0% | +10.5% | +493.5% | +432.0% |
| 10Y | +2,108.4% | +152.8% | +1,955.6% | +1,122.2% |
| All | +10,374.7% | +2,852.1% | +7,522.6% | +1,525.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling