+70.8%
XLI vs SBUX
+7.6%
+63.2%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.3% |
| 7D | +4.3% | +1.0% | +3.3% | +4.0% |
| 30D | +0.5% | +16.6% | -16.1% | -3.6% |
| 3M | -8.6% | -0.6% | -8.0% | -8.6% |
| 6M | -2.3% | +1.8% | -4.1% | -3.1% |
| YTD | +10.1% | +29.7% | -19.6% | +1.8% |
| 1Y | +11.0% | +26.1% | -15.1% | +3.3% |
| 3Y | +72.3% | +10.3% | +62.0% | +65.3% |
| 5Y | +70.8% | +7.6% | +63.2% | +62.8% |
| All | +70.8% | +7.6% | +63.2% | +62.8% |
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 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