+10.4%
DIA vs SBUX
+32.7%
-22.3%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | +0.9% | +4.9% | -4.0% | 0.0% |
| 30D | +1.1% | +21.2% | -20.0% | -2.2% |
| 3M | -2.9% | +5.7% | -8.5% | -3.9% |
| 6M | +5.9% | +6.0% | -0.1% | +4.7% |
| YTD | +9.8% | +32.9% | -23.2% | +2.7% |
| All | +10.4% | +32.7% | -22.3% | +3.5% |
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