+327.1%
NET vs SBUX
+15.5%
+311.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.6% |
| 7D | -7.0% | -3.1% | -3.8% | -6.1% |
| 30D | -4.8% | -0.9% | -3.9% | -4.6% |
| 3M | +3.8% | +11.6% | -7.8% | +0.4% |
| 6M | +50.0% | +8.8% | +41.3% | +45.0% |
| YTD | +41.5% | +26.3% | +15.2% | +29.3% |
| 1Y | +32.8% | +23.1% | +9.7% | +21.8% |
| All | +327.1% | +15.5% | +311.6% | +350.1% |
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