+181.3%
XLE vs SBUX
+125.1%
+56.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.8% | +1.5% |
| 7D | +0.3% | -6.3% | +6.6% | +2.7% |
| 30D | +8.5% | -3.9% | +12.4% | +10.0% |
| 3M | +14.6% | +3.3% | +11.3% | +12.8% |
| 6M | +17.6% | +1.4% | +16.1% | +15.8% |
| YTD | +48.1% | +21.0% | +27.1% | +35.9% |
| 1Y | +53.8% | +22.4% | +31.4% | +39.5% |
| 3Y | +56.2% | +13.2% | +43.0% | +39.9% |
| 5Y | +227.7% | -5.2% | +232.9% | +214.7% |
| 10Y | +181.3% | +128.3% | +53.0% | +72.7% |
| All | +181.3% | +125.1% | +56.2% | +72.7% |
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 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