+216.1%
UNH vs SBUX
+146.3%
+69.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | +3.4% | +1.6% | +1.8% | +2.9% |
| 30D | +3.0% | +14.8% | -11.8% | -1.3% |
| 3M | +2.7% | -0.8% | +3.5% | +2.8% |
| 6M | +2.8% | +2.2% | +0.5% | +1.8% |
| YTD | +25.9% | +29.5% | -3.6% | +15.6% |
| 1Y | +25.8% | +27.0% | -1.2% | +16.1% |
| 3Y | -20.0% | +10.9% | -31.0% | -25.6% |
| 5Y | -2.8% | +7.4% | -10.3% | -10.4% |
| All | +216.1% | +146.3% | +69.8% | +97.6% |
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 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