+226.1%
XLI vs SBUX
+146.3%
+79.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | +3.8% | +1.6% | +2.2% | +3.2% |
| 30D | +1.0% | +14.8% | -13.8% | -4.1% |
| 3M | -8.9% | -0.8% | -8.1% | -8.8% |
| 6M | -2.3% | +2.2% | -4.5% | -3.6% |
| YTD | +9.7% | +29.5% | -19.8% | -1.8% |
| 1Y | +12.3% | +27.0% | -14.7% | +1.1% |
| 3Y | +71.5% | +10.9% | +60.5% | +57.1% |
| 5Y | +70.2% | +7.4% | +62.7% | +54.6% |
| All | +226.1% | +146.3% | +79.8% | +99.0% |
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