+25.5%
VZ vs SBUX
+0.4%
+25.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.8% |
| 7D | +0.1% | -3.1% | +3.2% | +0.4% |
| 30D | +7.9% | -0.9% | +8.8% | +8.0% |
| 3M | +13.6% | +11.6% | +2.0% | +12.5% |
| 6M | +1.1% | +8.8% | -7.7% | +0.2% |
| YTD | +29.3% | +26.3% | +3.0% | +26.3% |
| 1Y | +21.2% | +23.1% | -1.9% | +18.6% |
| 3Y | +75.9% | +15.0% | +60.9% | +71.3% |
| All | +25.5% | +0.4% | +25.0% | +18.2% |
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