+1,131.4%
VZ vs SBUX
+43,306.7%
-42,175.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.7% |
| 7D | +0.1% | -3.1% | +3.2% | +0.6% |
| 30D | +7.9% | -0.9% | +8.8% | +8.0% |
| 3M | +13.6% | +11.6% | +2.0% | +11.7% |
| 6M | +1.1% | +8.8% | -7.7% | -0.5% |
| YTD | +29.3% | +26.3% | +3.0% | +24.3% |
| 1Y | +21.2% | +23.1% | -1.9% | +16.8% |
| 3Y | +75.9% | +15.0% | +60.9% | +68.1% |
| 5Y | +24.1% | +0.4% | +23.7% | +19.6% |
| 10Y | +62.4% | +130.7% | -68.3% | +35.2% |
| All | +1,131.4% | +43,306.7% | -42,175.3% | +524.4% |
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