+39.4%
GOOGL vs SBUX
+21.3%
+18.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.7% |
| 7D | -2.8% | -6.2% | +3.4% | -2.3% |
| 30D | -3.2% | -6.4% | +3.2% | -2.7% |
| 3M | -6.6% | +1.0% | -7.7% | -7.1% |
| 6M | +8.5% | -0.4% | +8.9% | +6.8% |
| YTD | +6.5% | +20.0% | -13.5% | +3.8% |
| 1Y | +39.4% | +22.8% | +16.7% | +33.7% |
| All | +39.4% | +21.3% | +18.1% | +33.7% |
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