+202.8%
TER vs SBUX
+0.4%
+202.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.3% | +6.8% | +6.1% |
| 7D | +0.6% | -3.1% | +3.8% | +2.2% |
| 30D | -8.3% | -0.9% | -7.4% | -7.9% |
| 3M | -12.2% | +11.6% | -23.8% | -17.6% |
| 6M | +17.1% | +8.8% | +8.3% | +9.6% |
| YTD | +84.7% | +26.3% | +58.4% | +59.3% |
| 1Y | +199.9% | +23.1% | +176.8% | +160.5% |
| 3Y | +232.8% | +15.0% | +217.8% | +193.9% |
| All | +202.8% | +0.4% | +202.4% | +161.6% |
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