+163.9%
XLE vs SBUX
+155.2%
+8.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.8% | -3.3% | -0.8% |
| 7D | -7.9% | +4.8% | -12.7% | -9.6% |
| 30D | -4.8% | +20.6% | -25.4% | -11.3% |
| 3M | +8.4% | +4.3% | +4.1% | +6.2% |
| 6M | +12.7% | +5.5% | +7.2% | +9.6% |
| YTD | +41.3% | +32.3% | +9.0% | +25.0% |
| 1Y | +42.3% | +31.2% | +11.1% | +26.0% |
| 3Y | +65.1% | +14.8% | +50.3% | +48.5% |
| 5Y | +150.2% | +8.0% | +142.2% | +127.2% |
| 10Y | +163.9% | +148.7% | +15.2% | +60.5% |
| All | +163.9% | +155.2% | +8.7% | +60.5% |
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