+1,741.5%
SBUX price history and return analytics
+355.4%
+1,386.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.9% |
| 7D | +4.9% | -0.1% | +5.1% | +5.1% |
| 30D | +21.2% | -3.1% | +24.2% | +24.7% |
| 3M | +5.7% | -3.5% | +9.2% | +9.1% |
| 6M | +6.0% | +0.5% | +5.5% | +4.7% |
| YTD | +32.9% | +10.8% | +22.2% | +19.6% |
| 1Y | +33.3% | +11.9% | +21.4% | +18.8% |
| 3Y | +13.0% | +73.0% | -60.0% | -33.1% |
| 5Y | +8.8% | +58.6% | -49.8% | -29.7% |
| 10Y | +154.6% | +219.2% | -64.6% | -12.0% |
| All | +1,741.5% | +355.4% | +1,386.1% | +373.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling