+162,399.8%
KLAC vs SBUX
+42,284.6%
+120,115.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +2.8% |
| 7D | +10.6% | -3.9% | +14.5% | +12.4% |
| 30D | -4.5% | -2.8% | -1.7% | -3.4% |
| 3M | -10.3% | +8.2% | -18.5% | -13.6% |
| 6M | +40.9% | +4.3% | +36.6% | +37.1% |
| YTD | +56.1% | +23.3% | +32.8% | +41.3% |
| 1Y | +109.0% | +24.3% | +84.7% | +87.8% |
| 3Y | +288.8% | +15.5% | +273.4% | +248.4% |
| 5Y | +489.1% | -2.7% | +491.9% | +466.9% |
| 10Y | +3,041.8% | +128.8% | +2,912.9% | +2,031.0% |
| All | +162,399.8% | +42,284.6% | +120,115.2% | +17,676.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling