+31.8%
KLAC vs SBUX
+26.6%
+5.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.1% |
| 7D | +10.0% | +1.6% | +8.4% | +9.6% |
| 30D | -14.8% | +14.8% | -29.6% | -17.4% |
| 3M | -27.2% | -0.8% | -26.4% | -26.1% |
| 6M | -17.5% | +2.2% | -19.7% | -17.1% |
| YTD | +25.8% | +29.5% | -3.6% | +12.2% |
| 1Y | +31.8% | +27.0% | +4.8% | +17.6% |
| All | +31.8% | +26.6% | +5.3% | +17.6% |
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