+428.1%
WMT vs SBUX
+127.2%
+300.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | 0.0% | -5.5% | +5.5% | +1.1% |
| 30D | -7.4% | -8.5% | +1.0% | -5.8% |
| 3M | -10.9% | -2.9% | -8.0% | -10.4% |
| 6M | -12.7% | -1.5% | -11.2% | -12.6% |
| YTD | -3.2% | +19.4% | -22.6% | -6.9% |
| 1Y | +5.3% | +22.9% | -17.7% | +0.4% |
| 3Y | +101.9% | +11.3% | +90.6% | +92.6% |
| 5Y | +134.6% | -6.9% | +141.4% | +130.7% |
| All | +428.1% | +127.2% | +300.9% | +302.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling