+3,125.8%
TSLA vs SBUX
+146.3%
+2,979.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | +8.9% | +1.6% | +7.4% | +8.0% |
| 30D | +6.3% | +14.8% | -8.5% | -1.8% |
| 3M | +14.8% | -0.8% | +15.6% | +14.6% |
| 6M | -12.4% | +2.2% | -14.6% | -14.5% |
| YTD | -13.2% | +29.5% | -42.7% | -27.3% |
| 1Y | -2.9% | +27.0% | -30.0% | -18.1% |
| 3Y | +74.4% | +10.9% | +63.5% | +53.2% |
| 5Y | +13.3% | +7.4% | +5.8% | -0.9% |
| All | +3,125.8% | +146.3% | +2,979.6% | +1,613.4% |
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