+129.1%
ASML vs SBUX
+22.9%
+106.2%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.3% | +5.4% | +4.5% |
| 7D | +1.1% | -3.1% | +4.2% | +1.8% |
| 30D | +2.2% | -0.9% | +3.1% | +2.4% |
| 3M | -2.3% | +11.6% | -13.9% | -5.5% |
| 6M | +23.0% | +8.8% | +14.2% | +19.1% |
| YTD | +61.1% | +26.3% | +34.7% | +49.3% |
| 1Y | +129.1% | +23.1% | +106.0% | +111.6% |
| All | +129.1% | +22.9% | +106.2% | +111.6% |
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