+257.2%
XOM vs SBUX
-7.3%
+264.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.5% |
| 7D | +4.1% | -5.5% | +9.6% | +4.9% |
| 30D | +4.6% | -8.5% | +13.0% | +5.8% |
| 3M | +14.0% | -2.9% | +16.9% | +14.3% |
| 6M | +11.0% | -1.5% | +12.5% | +10.9% |
| YTD | +40.7% | +19.4% | +21.3% | +36.4% |
| 1Y | +52.3% | +22.9% | +29.4% | +46.6% |
| 3Y | +60.5% | +11.3% | +49.2% | +56.0% |
| All | +257.2% | -7.3% | +264.5% | +255.1% |
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