+278.2%
GE vs SBUX
+12.5%
+265.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.8% | 0.0% | +3.0% |
| 7D | +6.3% | +4.8% | +1.4% | +5.3% |
| 30D | +8.9% | +20.6% | -11.7% | +5.0% |
| 3M | -9.2% | +4.3% | -13.4% | -10.0% |
| 6M | +13.2% | +5.5% | +7.7% | +11.8% |
| YTD | +9.4% | +32.3% | -22.9% | +3.0% |
| 1Y | +9.8% | +31.2% | -21.4% | +3.4% |
| 3Y | +278.2% | +14.8% | +263.4% | +280.5% |
| All | +278.2% | +12.5% | +265.7% | +280.5% |
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 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