+179.9%
INTC vs SBUX
+12.8%
+167.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +2.3% |
| 7D | +18.0% | -6.3% | +24.2% | +20.4% |
| 30D | +8.9% | -3.9% | +12.8% | +10.2% |
| 3M | -1.6% | +3.3% | -4.8% | -3.1% |
| 6M | +133.1% | +1.4% | +131.6% | +130.6% |
| YTD | +187.9% | +21.0% | +167.0% | +169.9% |
| 1Y | +334.7% | +22.4% | +312.3% | +305.1% |
| All | +179.9% | +12.8% | +167.1% | +169.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling