+32.8%
NET vs SBUX
+22.9%
+9.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -2.1% |
| 7D | -7.0% | -3.1% | -3.8% | -7.2% |
| 30D | -4.8% | -0.9% | -3.9% | -4.9% |
| 3M | +3.8% | +11.6% | -7.8% | +5.4% |
| 6M | +50.0% | +8.8% | +41.3% | +49.6% |
| YTD | +41.5% | +26.3% | +15.2% | +44.2% |
| 1Y | +32.8% | +23.1% | +9.7% | +35.6% |
| All | +32.8% | +22.9% | +9.9% | +35.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling