+22.7%
C vs SBUX
+30.4%
-7.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.8% | -1.4% | +1.5% |
| 7D | -0.9% | +4.8% | -5.7% | -1.9% |
| 30D | -5.4% | +20.6% | -26.0% | -9.1% |
| 3M | -9.2% | +4.3% | -13.4% | -9.9% |
| 6M | -1.8% | +5.5% | -7.3% | -2.7% |
| YTD | +6.7% | +32.3% | -25.6% | -1.1% |
| All | +22.7% | +30.4% | -7.7% | +12.5% |
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