-17.6%
BSX vs SBUX
+12.8%
-30.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.2% |
| 7D | -7.0% | -6.3% | -0.8% | -6.4% |
| 30D | -10.9% | -3.9% | -7.0% | -10.5% |
| 3M | -8.2% | +3.3% | -11.5% | -8.5% |
| 6M | -37.5% | +1.4% | -38.9% | -37.6% |
| YTD | -52.8% | +21.0% | -73.8% | -54.2% |
| 1Y | -58.4% | +22.4% | -80.8% | -59.7% |
| All | -17.6% | +12.8% | -30.4% | -19.0% |
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 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