+115.3%
ADI vs SBUX
+12.8%
+102.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +1.2% |
| 7D | +2.6% | -6.3% | +8.9% | +5.0% |
| 30D | -4.6% | -3.9% | -0.8% | -3.4% |
| 3M | -9.5% | +3.3% | -12.8% | -11.0% |
| 6M | +14.8% | +1.4% | +13.4% | +13.3% |
| YTD | +35.8% | +21.0% | +14.9% | +24.9% |
| 1Y | +48.9% | +22.4% | +26.5% | +35.8% |
| All | +115.3% | +12.8% | +102.6% | +105.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling