+26.7%
BAC vs SBUX
+24.2%
+2.5%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.1% |
| 7D | +1.2% | -3.9% | +5.1% | +1.8% |
| 30D | -0.7% | -2.8% | +2.1% | -0.3% |
| 3M | +16.9% | +8.2% | +8.7% | +15.2% |
| 6M | +29.6% | +4.3% | +25.3% | +27.8% |
| YTD | +15.3% | +23.3% | -8.1% | +11.3% |
| All | +26.7% | +24.2% | +2.5% | +21.7% |
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