-4.6%
BA vs SBUX
+15.5%
-20.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +1.1% |
| 7D | +1.2% | -3.1% | +4.3% | +2.0% |
| 30D | -11.6% | -0.9% | -10.8% | -11.5% |
| 3M | -2.4% | +11.6% | -14.0% | -5.4% |
| 6M | -6.6% | +8.8% | -15.4% | -9.2% |
| YTD | -2.2% | +26.3% | -28.6% | -8.8% |
| 1Y | -8.0% | +23.1% | -31.1% | -13.9% |
| All | -4.6% | +15.5% | -20.2% | -14.4% |
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 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