+1,039.5%
VZ vs SBUX
+43,697.3%
-42,657.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | +2.1% | +1.7% | +0.5% | +1.9% |
| 30D | +1.4% | +12.6% | -11.3% | -0.4% |
| 3M | -1.3% | +0.8% | -2.1% | -1.4% |
| 6M | -0.5% | +0.2% | -0.7% | -0.7% |
| YTD | +19.6% | +27.4% | -7.8% | +14.8% |
| 1Y | +22.4% | +31.5% | -9.1% | +16.8% |
| 3Y | +55.9% | +9.3% | +46.6% | +50.2% |
| 5Y | +20.4% | +1.5% | +18.9% | +16.0% |
| 10Y | +66.9% | +147.9% | -81.0% | +37.4% |
| All | +1,039.5% | +43,697.3% | -42,657.8% | +476.8% |
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