-1.5%
BAC vs SBUX
+38.6%
-40.1%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.7% | -0.7% | +3.2% |
| 7D | +1.5% | +6.3% | -4.8% | +0.6% |
| 30D | -4.4% | +16.2% | -20.6% | -6.4% |
| 3M | -17.5% | +5.1% | -22.6% | -18.1% |
| 6M | -0.1% | +5.7% | -5.8% | -0.8% |
| YTD | -4.6% | +32.6% | -37.3% | -8.7% |
| 1Y | -1.5% | +41.3% | -42.8% | -7.0% |
| All | -1.5% | +38.6% | -40.1% | -7.0% |
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