+24.8%
ALAB vs SBUX
+30.4%
-5.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +3.8% | +9.9% | +13.0% |
| 7D | -5.6% | +4.8% | -10.4% | -5.8% |
| 30D | -36.6% | +20.6% | -57.2% | -37.5% |
| 3M | -35.1% | +4.3% | -39.4% | -34.9% |
| 6M | +8.5% | +5.5% | +3.0% | +8.8% |
| YTD | +30.4% | +32.3% | -2.0% | +35.6% |
| All | +24.8% | +30.4% | -5.6% | +28.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling