+1,489.2%
T vs SBUX
+45,558.7%
-44,069.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | +2.0% | +0.2% | +1.8% | +1.9% |
| 30D | -1.0% | +19.1% | -20.1% | -3.9% |
| 3M | -8.1% | +3.6% | -11.7% | -8.7% |
| 6M | -8.3% | +5.1% | -13.4% | -9.2% |
| YTD | -6.1% | +32.9% | -39.0% | -10.9% |
| 1Y | -7.4% | +30.4% | -37.8% | -11.9% |
| 3Y | +65.4% | +13.0% | +52.5% | +57.8% |
| 5Y | +57.6% | +10.5% | +47.1% | +49.1% |
| 10Y | +61.4% | +152.8% | -91.4% | +31.2% |
| All | +1,489.2% | +45,558.7% | -44,069.6% | +630.3% |
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