+279.1%
KLAC vs SBUX
+12.8%
+266.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.3% | -2.5% |
| 7D | +6.2% | -6.3% | +12.4% | +8.7% |
| 30D | -5.0% | -3.9% | -1.1% | -3.7% |
| 3M | -14.4% | +3.3% | -17.7% | -15.8% |
| 6M | +28.3% | +1.4% | +26.9% | +26.5% |
| YTD | +51.1% | +21.0% | +30.1% | +39.3% |
| 1Y | +100.4% | +22.4% | +78.0% | +83.0% |
| All | +279.1% | +12.8% | +266.3% | +267.5% |
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