+3,310.4%
V vs SBUX
+1,467.2%
+1,843.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.3% |
| 7D | +2.2% | +1.7% | +0.5% | +1.5% |
| 30D | +13.6% | +12.6% | +0.9% | +7.8% |
| 3M | +14.3% | +0.8% | +13.5% | +13.6% |
| 6M | +33.1% | +0.2% | +32.9% | +32.3% |
| YTD | +21.2% | +27.4% | -6.2% | +8.1% |
| 1Y | +26.4% | +31.5% | -5.0% | +10.9% |
| 3Y | +77.6% | +9.3% | +68.3% | +59.9% |
| 5Y | +102.6% | +1.5% | +101.1% | +84.2% |
| 10Y | +464.4% | +147.9% | +316.5% | +230.1% |
| All | +3,310.4% | +1,467.2% | +1,843.2% | +619.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling