-20.2%
IBM vs SBUX
+25.5%
-45.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -1.2% |
| 7D | -0.3% | +1.0% | -1.3% | -0.4% |
| 30D | +6.8% | +16.6% | -9.8% | +5.9% |
| 3M | +4.4% | -0.6% | +5.0% | +4.3% |
| 6M | +13.2% | +1.8% | +11.4% | +13.7% |
| YTD | -15.1% | +29.7% | -44.8% | -17.6% |
| 1Y | -20.2% | +26.1% | -46.2% | -22.5% |
| All | -20.2% | +25.5% | -45.7% | -22.5% |
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