+46.1%
GOOGL vs SBUX
+22.9%
+23.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.1% |
| 7D | -2.3% | -3.1% | +0.8% | -2.1% |
| 30D | -6.6% | -0.9% | -5.7% | -6.5% |
| 3M | -9.0% | +11.6% | -20.6% | -10.5% |
| 6M | +11.8% | +8.8% | +3.0% | +9.5% |
| YTD | +8.3% | +26.3% | -18.0% | +5.3% |
| 1Y | +46.1% | +23.1% | +23.0% | +39.6% |
| All | +46.1% | +22.9% | +23.2% | +39.6% |
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