+360.5%
BE vs SBUX
+22.9%
+337.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.3% | +8.6% | +8.0% |
| 7D | +20.0% | -3.1% | +23.1% | +21.9% |
| 30D | +7.9% | -0.9% | +8.8% | +8.4% |
| 3M | -13.2% | +11.6% | -24.8% | -20.5% |
| 6M | +53.5% | +8.8% | +44.7% | +43.3% |
| YTD | +191.0% | +26.3% | +164.7% | +162.7% |
| 1Y | +360.5% | +23.1% | +337.4% | +292.0% |
| All | +360.5% | +22.9% | +337.6% | +292.0% |
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