+10.3%
ARM vs SBUX
+30.9%
-20.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.7% | +5.4% | +4.8% |
| 7D | -15.2% | +1.7% | -16.9% | -15.0% |
| 30D | -40.7% | +12.6% | -53.3% | -40.6% |
| 3M | -39.1% | +0.8% | -39.9% | -38.7% |
| 6M | -26.4% | +0.2% | -26.6% | -25.2% |
| YTD | +59.7% | +27.4% | +32.3% | +57.4% |
| 1Y | +10.3% | +31.5% | -21.1% | +10.1% |
| All | +10.3% | +30.9% | -20.6% | +10.1% |
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