+3.5%
UNH vs SBUX
-4.5%
+8.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.6% |
| 7D | -1.7% | -6.3% | +4.6% | -0.7% |
| 30D | -3.8% | -3.9% | 0.0% | -3.3% |
| 3M | -4.3% | +3.3% | -7.6% | -4.8% |
| 6M | +38.6% | +1.4% | +37.2% | +38.0% |
| YTD | +20.7% | +21.0% | -0.3% | +17.0% |
| 1Y | +16.0% | +22.4% | -6.4% | +12.2% |
| 3Y | -13.5% | +13.2% | -26.7% | -16.8% |
| 5Y | +3.5% | -5.2% | +8.7% | +1.4% |
| All | +3.5% | -4.5% | +8.0% | +1.4% |
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 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