+26.0%
C vs SBUX
+38.6%
-12.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.7% | -3.1% | +0.7% |
| 7D | +1.1% | +6.3% | -5.2% | -0.2% |
| 30D | -2.4% | +16.2% | -18.6% | -5.4% |
| 3M | -8.4% | +5.1% | -13.5% | -9.3% |
| 6M | +0.3% | +5.7% | -5.4% | -0.6% |
| YTD | +9.1% | +32.6% | -23.5% | +1.9% |
| 1Y | +26.0% | +41.3% | -15.3% | +14.3% |
| All | +26.0% | +38.6% | -12.5% | +14.3% |
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