+55.3%
BE vs SBUX
+38.6%
+16.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.7% | -11.1% | -8.2% |
| 7D | -12.1% | +6.3% | -18.4% | -14.4% |
| 30D | -30.1% | +16.2% | -46.3% | -34.7% |
| 3M | -12.1% | +5.1% | -17.3% | -13.7% |
| 6M | -30.6% | +5.7% | -36.3% | -32.7% |
| YTD | +130.6% | +32.6% | +98.0% | +105.2% |
| 1Y | +55.3% | +41.3% | +14.0% | +28.1% |
| All | +55.3% | +38.6% | +16.7% | +28.1% |
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