+228.9%
ARM vs SBUX
+10.5%
+218.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.7% | +5.4% | +5.0% |
| 7D | -15.2% | +1.7% | -16.9% | -15.8% |
| 30D | -40.7% | +12.6% | -53.3% | -43.7% |
| 3M | -39.1% | +0.8% | -39.9% | -39.5% |
| 6M | -26.4% | +0.2% | -26.6% | -27.2% |
| YTD | +59.7% | +27.4% | +32.3% | +39.6% |
| 1Y | +10.3% | +31.5% | -21.1% | -5.8% |
| 3Y | +228.9% | +9.3% | +219.6% | +222.7% |
| All | +228.9% | +10.5% | +218.4% | +222.7% |
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