+208.1%
C vs SBUX
+10.5%
+197.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | -2.4% | +1.7% | -4.1% | -2.8% |
| 30D | -6.0% | +12.6% | -18.6% | -8.7% |
| 3M | -10.5% | +0.8% | -11.4% | -10.8% |
| 6M | -5.7% | +0.2% | -5.9% | -5.9% |
| YTD | +4.1% | +27.4% | -23.3% | -2.8% |
| 1Y | +20.5% | +31.5% | -11.0% | +11.4% |
| 3Y | +208.1% | +9.3% | +198.9% | +210.3% |
| All | +208.1% | +10.5% | +197.6% | +210.3% |
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 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