+95.1%
META vs SBUX
+10.5%
+84.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.0% |
| 7D | -0.8% | +1.7% | -2.5% | -1.1% |
| 30D | -15.4% | +12.6% | -28.1% | -17.6% |
| 3M | +3.5% | +0.8% | +2.7% | +3.2% |
| 6M | -0.3% | +0.2% | -0.5% | -0.6% |
| YTD | -7.3% | +27.4% | -34.8% | -13.0% |
| 1Y | -1.1% | +31.5% | -32.6% | -8.0% |
| 3Y | +95.1% | +9.3% | +85.8% | +94.2% |
| All | +95.1% | +10.5% | +84.6% | +94.2% |
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 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