+151.0%
JPM vs SBUX
+13.4%
+137.6%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -2.5% | +0.2% | -2.6% | -2.5% |
| 30D | +2.7% | +19.1% | -16.4% | -0.7% |
| 3M | -4.7% | +3.6% | -8.3% | -5.4% |
| 6M | +15.6% | +5.1% | +10.4% | +14.2% |
| YTD | +8.6% | +32.9% | -24.2% | +2.1% |
| 1Y | +10.9% | +30.4% | -19.5% | +4.5% |
| All | +151.0% | +13.4% | +137.6% | +141.3% |
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 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