-41.5%
INTU vs SBUX
+12.8%
-54.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.4% | -1.1% |
| 7D | -8.5% | -6.3% | -2.2% | -7.1% |
| 30D | -6.1% | -3.9% | -2.3% | -5.4% |
| 3M | +7.3% | +3.3% | +4.0% | +6.6% |
| 6M | -33.2% | +1.4% | -34.7% | -33.5% |
| YTD | -52.2% | +21.0% | -73.1% | -54.2% |
| 1Y | -52.7% | +22.4% | -75.1% | -54.9% |
| All | -41.5% | +12.8% | -54.3% | -41.8% |
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