-47.5%
INTU vs SBUX
+30.4%
-77.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.8% | -4.8% | -2.1% |
| 7D | -3.9% | +4.8% | -8.8% | -5.3% |
| 30D | +11.7% | +20.6% | -8.9% | +5.9% |
| 3M | +4.5% | +4.3% | +0.2% | +2.5% |
| 6M | -13.9% | +5.5% | -19.4% | -15.2% |
| YTD | -48.2% | +32.3% | -80.5% | -51.8% |
| All | -47.5% | +30.4% | -77.9% | -51.4% |
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