+35.5%
XLV vs SBUX
-7.3%
+42.7%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -3.6% | -5.5% | +1.9% | -2.5% |
| 30D | -1.8% | -8.5% | +6.6% | -0.2% |
| 3M | +7.8% | -2.9% | +10.7% | +8.3% |
| 6M | +9.1% | -1.5% | +10.6% | +9.1% |
| YTD | +7.7% | +19.4% | -11.7% | +3.7% |
| 1Y | +20.4% | +22.9% | -2.5% | +15.1% |
| 3Y | +30.8% | +11.3% | +19.5% | +25.6% |
| All | +35.5% | -7.3% | +42.7% | +28.8% |
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