+257.6%
ALAB vs SBUX
+24.3%
+233.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.4% | -2.6% |
| 7D | +16.3% | +1.6% | +14.7% | +15.8% |
| 30D | -26.1% | +14.8% | -40.9% | -29.3% |
| 3M | -31.3% | -0.8% | -30.5% | -31.0% |
| 6M | -1.0% | +2.2% | -3.2% | -2.1% |
| YTD | +33.3% | +29.5% | +3.9% | +20.7% |
| 1Y | +53.5% | +27.0% | +26.5% | +39.5% |
| All | +257.6% | +24.3% | +233.3% | +221.5% |
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