+76.2%
UBER vs SBUX
-4.5%
+80.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -0.9% | -2.0% |
| 7D | -7.0% | -6.3% | -0.8% | -4.4% |
| 30D | -8.9% | -3.9% | -5.1% | -7.5% |
| 3M | +1.0% | +3.3% | -2.3% | -0.6% |
| 6M | -3.7% | +1.4% | -5.2% | -4.9% |
| YTD | -13.0% | +21.0% | -34.0% | -20.9% |
| 1Y | -25.5% | +22.4% | -47.9% | -33.2% |
| 3Y | +50.5% | +13.2% | +37.2% | +34.4% |
| 5Y | +76.2% | -5.2% | +81.3% | +72.8% |
| All | +76.2% | -4.5% | +80.7% | +72.8% |
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 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