+16,011.1%
STX vs SBUX
+2,706.5%
+13,304.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.3% | +7.6% | +6.9% |
| 7D | +2.4% | -3.1% | +5.5% | +3.8% |
| 30D | +1.4% | -0.9% | +2.3% | +1.8% |
| 3M | -8.2% | +11.6% | -19.8% | -13.6% |
| 6M | +127.0% | +8.8% | +118.2% | +116.5% |
| YTD | +209.1% | +26.3% | +182.8% | +174.9% |
| 1Y | +365.4% | +23.1% | +342.3% | +318.1% |
| 3Y | +1,135.4% | +15.0% | +1,120.4% | +988.7% |
| 5Y | +991.5% | +0.4% | +991.1% | +907.3% |
| 10Y | +3,695.8% | +130.7% | +3,565.1% | +2,103.2% |
| All | +16,011.1% | +2,706.5% | +13,304.6% | +2,470.0% |
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 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