+678.3%
DELL vs SBUX
+12.8%
+665.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.8% |
| 7D | +8.7% | -6.3% | +15.0% | +10.6% |
| 30D | +16.9% | -3.9% | +20.8% | +18.1% |
| 3M | +40.4% | +3.3% | +37.1% | +38.9% |
| 6M | +267.1% | +1.4% | +265.6% | +262.4% |
| YTD | +329.1% | +21.0% | +308.1% | +300.4% |
| 1Y | +346.9% | +22.4% | +324.5% | +312.3% |
| All | +678.3% | +12.8% | +665.5% | +636.3% |
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