+248.8%
XLF vs SBUX
+127.2%
+121.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | -1.5% | -5.5% | +4.0% | +0.8% |
| 30D | -1.2% | -8.5% | +7.3% | +2.4% |
| 3M | +9.2% | -2.9% | +12.1% | +10.2% |
| 6M | +16.3% | -1.5% | +17.9% | +16.1% |
| YTD | +5.4% | +19.4% | -14.0% | -3.2% |
| 1Y | +7.6% | +22.9% | -15.3% | -3.0% |
| 3Y | +74.2% | +11.3% | +62.9% | +56.0% |
| 5Y | +66.1% | -6.9% | +73.0% | +60.0% |
| All | +248.8% | +127.2% | +121.7% | +116.5% |
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