+80.9%
XLI vs SBUX
-4.5%
+85.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -1.0% |
| 7D | -0.6% | -6.3% | +5.7% | +1.1% |
| 30D | -6.9% | -3.9% | -3.1% | -6.0% |
| 3M | -1.9% | +3.3% | -5.2% | -3.0% |
| 6M | +1.0% | +1.4% | -0.4% | +0.1% |
| YTD | +11.3% | +21.0% | -9.6% | +5.0% |
| 1Y | +15.8% | +22.4% | -6.6% | +8.5% |
| 3Y | +69.8% | +13.2% | +56.6% | +59.7% |
| 5Y | +80.9% | -5.2% | +86.1% | +74.3% |
| All | +80.9% | -4.5% | +85.4% | +74.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling