+45.7%
BMY vs SBUX
+10.5%
+35.2%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.8% |
| 7D | +2.1% | +1.6% | +0.5% | +1.8% |
| 30D | +7.0% | +14.8% | -7.8% | +4.6% |
| 3M | -0.9% | -0.8% | -0.1% | -0.9% |
| 6M | +14.9% | +2.2% | +12.7% | +14.3% |
| YTD | +22.8% | +29.5% | -6.6% | +17.4% |
| 1Y | +36.2% | +27.0% | +9.2% | +30.5% |
| 3Y | +45.7% | +10.9% | +34.8% | +43.2% |
| All | +45.7% | +10.5% | +35.2% | +43.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling