-40.7%
INTU vs SBUX
+15.5%
-56.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.8% | -3.6% |
| 7D | -7.5% | -3.9% | -3.6% | -6.7% |
| 30D | -1.9% | -2.8% | +0.9% | -1.4% |
| 3M | +4.9% | +8.2% | -3.3% | +3.1% |
| 6M | -33.2% | +4.3% | -37.5% | -33.9% |
| YTD | -51.4% | +23.3% | -74.7% | -53.6% |
| 1Y | -52.0% | +24.3% | -76.3% | -54.4% |
| 3Y | -40.7% | +15.5% | -56.1% | -41.5% |
| All | -40.7% | +15.5% | -56.2% | -41.5% |
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