+250.2%
XLI vs SBUX
+128.3%
+121.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.4% |
| 7D | -2.3% | -6.2% | +3.9% | +0.1% |
| 30D | -8.2% | -6.4% | -1.7% | -5.9% |
| 3M | +0.8% | +1.0% | -0.3% | +0.1% |
| 6M | +0.8% | -0.4% | +1.2% | +0.2% |
| YTD | +10.5% | +20.0% | -9.4% | +2.0% |
| 1Y | +14.1% | +22.8% | -8.6% | +3.8% |
| 3Y | +68.6% | +12.3% | +56.3% | +52.1% |
| 5Y | +80.4% | -6.4% | +86.8% | +73.8% |
| All | +250.2% | +128.3% | +121.9% | +121.8% |
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