+228.4%
UNH vs SBUX
+127.2%
+101.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.2% |
| 7D | -4.5% | -5.5% | +0.9% | -2.9% |
| 30D | -6.5% | -8.5% | +1.9% | -4.0% |
| 3M | -6.0% | -2.9% | -3.1% | -5.2% |
| 6M | +33.7% | -1.5% | +35.2% | +33.7% |
| YTD | +16.4% | +19.4% | -3.0% | +9.6% |
| 1Y | +10.1% | +22.9% | -12.9% | +2.5% |
| 3Y | -16.3% | +11.3% | -27.6% | -23.0% |
| 5Y | +2.1% | -6.9% | +9.0% | -0.8% |
| All | +228.4% | +127.2% | +101.2% | +112.4% |
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