+47.5%
ASML vs SBUX
+25.8%
+21.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.6% | 0.0% |
| 7D | +4.9% | +1.0% | +4.0% | +4.8% |
| 30D | -9.3% | +14.1% | -23.4% | -11.0% |
| 3M | -19.0% | -1.4% | -17.6% | -18.2% |
| 6M | -5.2% | +1.6% | -6.8% | -4.8% |
| YTD | +40.6% | +28.7% | +11.9% | +31.5% |
| 1Y | +47.5% | +26.3% | +21.2% | +38.0% |
| All | +47.5% | +25.8% | +21.7% | +38.0% |
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