+6.7%
TSLA vs SBUX
+9.2%
-2.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.2% |
| 7D | -4.7% | +4.9% | -9.6% | -7.0% |
| 30D | -0.8% | +21.2% | -21.9% | -10.1% |
| 3M | +14.8% | +5.7% | +9.1% | +11.1% |
| 6M | -11.3% | +6.0% | -17.3% | -14.8% |
| YTD | -15.6% | +32.9% | -48.5% | -29.3% |
| 1Y | -14.7% | +33.3% | -48.0% | -29.0% |
| 3Y | +76.9% | +13.0% | +63.9% | +60.7% |
| 5Y | +6.7% | +8.8% | -2.1% | -5.7% |
| All | +6.7% | +9.2% | -2.5% | -5.7% |
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