+1,895.7%
TER vs SBUX
+125.1%
+1,770.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.9% | +5.1% | +4.2% |
| 7D | +12.4% | -6.3% | +18.6% | +16.2% |
| 30D | +5.1% | -3.9% | +9.0% | +7.3% |
| 3M | +4.0% | +3.3% | +0.7% | +1.3% |
| 6M | +29.5% | +1.4% | +28.1% | +25.1% |
| YTD | +98.5% | +21.0% | +77.5% | +73.0% |
| 1Y | +234.1% | +22.4% | +211.7% | +187.1% |
| 3Y | +289.0% | +13.2% | +275.8% | +234.8% |
| 5Y | +228.2% | -5.2% | +233.4% | +208.9% |
| 10Y | +1,895.7% | +128.3% | +1,767.3% | +1,108.8% |
| All | +1,895.7% | +125.1% | +1,770.6% | +1,108.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling