+148.7%
XLK vs SBUX
-7.3%
+156.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.5% |
| 7D | +0.2% | -5.5% | +5.7% | +2.2% |
| 30D | -0.6% | -8.5% | +7.8% | +2.4% |
| 3M | +2.6% | -2.9% | +5.5% | +3.2% |
| 6M | +34.0% | -1.5% | +35.5% | +33.6% |
| YTD | +30.7% | +19.4% | +11.3% | +21.0% |
| 1Y | +39.2% | +22.9% | +16.3% | +26.7% |
| 3Y | +120.4% | +11.3% | +109.1% | +103.3% |
| All | +148.7% | -7.3% | +156.0% | +136.3% |
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