+10,912.6%
TER vs SBUX
+45,558.7%
-34,646.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.1% | +8.4% | +8.3% |
| 7D | +5.9% | +0.2% | +5.7% | +6.2% |
| 30D | -30.8% | +19.1% | -49.8% | -36.0% |
| 3M | -29.9% | +3.6% | -33.6% | -31.4% |
| 6M | -27.5% | +5.1% | -32.6% | -29.9% |
| YTD | +37.5% | +32.9% | +4.6% | +18.6% |
| 1Y | +50.3% | +30.4% | +19.9% | +30.5% |
| 3Y | +204.9% | +13.0% | +191.9% | +173.4% |
| 5Y | +89.2% | +10.5% | +78.6% | +71.4% |
| 10Y | +1,077.0% | +152.8% | +924.2% | +642.5% |
| All | +10,912.6% | +45,558.7% | -34,646.1% | +1,230.3% |
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