+454.5%
V vs SBUX
+149.6%
+304.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | 0.0% |
| 7D | +0.6% | +4.9% | -4.3% | -1.4% |
| 30D | +9.7% | +21.2% | -11.4% | +1.2% |
| 3M | +17.3% | +5.7% | +11.6% | +14.3% |
| 6M | +33.2% | +6.0% | +27.2% | +29.4% |
| YTD | +21.3% | +32.9% | -11.6% | +6.5% |
| 1Y | +27.3% | +33.3% | -5.9% | +11.5% |
| 3Y | +76.1% | +13.0% | +63.1% | +58.5% |
| 5Y | +103.5% | +8.8% | +94.6% | +82.2% |
| 10Y | +454.5% | +154.6% | +299.8% | +216.5% |
| All | +454.5% | +149.6% | +304.8% | +216.5% |
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