+107.3%
META vs SBUX
+15.5%
+91.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.3% |
| 7D | +6.7% | -3.1% | +9.8% | +7.5% |
| 30D | +4.8% | -0.9% | +5.6% | +4.9% |
| 3M | -1.6% | +11.6% | -13.2% | -4.4% |
| 6M | -7.5% | +8.8% | -16.3% | -9.7% |
| YTD | -6.4% | +26.3% | -32.7% | -11.8% |
| 1Y | -17.3% | +23.1% | -40.5% | -21.9% |
| All | +107.3% | +15.5% | +91.8% | +106.0% |
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