+22.5%
BMY vs SBUX
+15.5%
+7.0%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -2.8% |
| 7D | -3.3% | -3.9% | +0.6% | -2.7% |
| 30D | 0.0% | -2.8% | +2.8% | +0.4% |
| 3M | +17.7% | +8.2% | +9.5% | +16.3% |
| 6M | +9.6% | +4.3% | +5.4% | +8.7% |
| YTD | +24.0% | +23.3% | +0.6% | +19.5% |
| 1Y | +45.1% | +24.3% | +20.8% | +39.4% |
| 3Y | +22.5% | +15.5% | +7.0% | +18.8% |
| All | +22.5% | +15.5% | +7.0% | +18.8% |
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