+21.8%
VZ vs SBUX
+6.4%
+15.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | +1.5% | +1.0% | +0.5% | +1.4% |
| 30D | +4.4% | +14.1% | -9.8% | +3.0% |
| 3M | -2.4% | -1.4% | -1.0% | -2.4% |
| 6M | +1.4% | +1.6% | -0.2% | +1.1% |
| YTD | +21.4% | +28.7% | -7.3% | +18.2% |
| 1Y | +20.3% | +26.3% | -6.0% | +17.3% |
| 3Y | +57.4% | +10.3% | +47.1% | +54.3% |
| All | +21.8% | +6.4% | +15.4% | +11.7% |
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