+43.2%
BMY vs SBUX
+22.3%
+20.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | -0.2% |
| 7D | -4.8% | -6.3% | +1.5% | -4.1% |
| 30D | -0.7% | -3.9% | +3.2% | -0.3% |
| 3M | +15.3% | +3.3% | +12.0% | +15.2% |
| 6M | +8.5% | +1.4% | +7.1% | +8.5% |
| YTD | +23.4% | +21.0% | +2.5% | +22.0% |
| All | +43.2% | +22.3% | +20.8% | +40.7% |
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