+97.0%
META vs SBUX
+14.9%
+82.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | +3.3% | +4.9% | -1.7% | +2.3% |
| 30D | -10.8% | +21.2% | -31.9% | -14.3% |
| 3M | +7.9% | +5.7% | +2.2% | +6.6% |
| 6M | +5.4% | +6.0% | -0.6% | +3.8% |
| YTD | -2.6% | +32.9% | -35.5% | -9.3% |
| 1Y | +1.9% | +33.3% | -31.4% | -5.4% |
| 3Y | +97.0% | +13.0% | +83.9% | +88.3% |
| All | +97.0% | +14.9% | +82.0% | +88.3% |
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