-10.6%
BA vs SBUX
+38.6%
-49.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.7% | -2.6% | +1.4% |
| 7D | +5.9% | +6.3% | -0.4% | +5.0% |
| 30D | -8.2% | +16.2% | -24.3% | -10.2% |
| 3M | -25.4% | +5.1% | -30.5% | -25.9% |
| 6M | -20.0% | +5.7% | -25.7% | -20.8% |
| YTD | -18.5% | +32.6% | -51.1% | -22.5% |
| 1Y | -10.6% | +41.3% | -52.0% | -16.4% |
| All | -10.6% | +38.6% | -49.2% | -16.4% |
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