-13.3%
IBM vs SBUX
+38.6%
-51.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.7% | -3.0% | +1.4% |
| 7D | +0.4% | +6.3% | -5.9% | +0.1% |
| 30D | +14.8% | +16.2% | -1.4% | +13.8% |
| 3M | +8.9% | +5.1% | +3.8% | +8.4% |
| 6M | +12.4% | +5.7% | +6.7% | +12.5% |
| YTD | -12.4% | +32.6% | -45.0% | -14.7% |
| 1Y | -13.3% | +41.3% | -54.6% | -16.8% |
| All | -13.3% | +38.6% | -51.8% | -16.8% |
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