-58.7%
BSX vs SBUX
+22.2%
-80.9%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -4.1% |
| 7D | -8.2% | -6.2% | -2.0% | -8.2% |
| 30D | -15.8% | -6.4% | -9.4% | -15.8% |
| 3M | -10.8% | +1.0% | -11.9% | -10.6% |
| 6M | -38.4% | -0.4% | -38.0% | -38.5% |
| YTD | -54.8% | +20.0% | -74.8% | -55.3% |
| All | -58.7% | +22.2% | -80.9% | -59.4% |
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