+143.3%
DELL vs SBUX
+38.6%
+104.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.7% | -13.5% | -7.9% |
| 7D | -24.6% | +6.3% | -30.9% | -23.6% |
| 30D | -32.5% | +16.2% | -48.7% | -30.6% |
| 3M | -20.2% | +5.1% | -25.3% | -18.6% |
| 6M | +76.5% | +5.7% | +70.8% | +81.9% |
| YTD | +198.9% | +32.6% | +166.3% | +208.7% |
| 1Y | +143.3% | +41.3% | +102.0% | +144.7% |
| All | +143.3% | +38.6% | +104.8% | +144.7% |
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