+86.1%
ARM vs SBUX
+22.9%
+63.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.3% | +5.2% | +4.0% |
| 7D | +5.5% | -3.1% | +8.6% | +5.7% |
| 30D | -8.2% | -0.9% | -7.3% | -8.1% |
| 3M | -35.9% | +11.6% | -47.5% | -36.6% |
| 6M | +103.1% | +8.8% | +94.3% | +97.0% |
| YTD | +130.6% | +26.3% | +104.3% | +125.5% |
| 1Y | +86.1% | +23.1% | +62.9% | +76.2% |
| All | +86.1% | +22.9% | +63.2% | +76.2% |
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