-8.1%
IBM vs SBUX
+24.2%
-32.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -1.0% |
| 7D | +0.3% | -3.9% | +4.2% | +0.5% |
| 30D | -1.5% | -2.8% | +1.3% | -1.4% |
| 3M | -16.8% | +8.2% | -25.0% | -16.7% |
| 6M | -9.0% | +4.3% | -13.3% | -9.7% |
| YTD | -20.1% | +23.3% | -43.4% | -22.1% |
| All | -8.1% | +24.2% | -32.3% | -11.0% |
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