-45.2%
INTU vs SBUX
+38.6%
-83.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.7% | -1.2% | +2.1% |
| 7D | +8.7% | +6.3% | +2.4% | +6.8% |
| 30D | +25.9% | +16.2% | +9.7% | +20.7% |
| 3M | +10.7% | +5.1% | +5.6% | +8.5% |
| 6M | -11.6% | +5.7% | -17.3% | -12.9% |
| YTD | -45.4% | +32.6% | -78.0% | -48.5% |
| 1Y | -45.2% | +41.3% | -86.6% | -49.3% |
| All | -45.2% | +38.6% | -83.8% | -49.3% |
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