+47.6%
ON vs SBUX
+38.6%
+9.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.7% | -6.6% | -3.0% |
| 7D | -5.8% | +6.3% | -12.1% | -7.3% |
| 30D | -17.1% | +16.2% | -33.3% | -20.2% |
| 3M | -11.8% | +5.1% | -16.9% | -12.8% |
| 6M | -30.2% | +5.7% | -35.9% | -31.1% |
| YTD | +31.6% | +32.6% | -1.1% | +13.8% |
| 1Y | +47.6% | +41.3% | +6.2% | +21.6% |
| All | +47.6% | +38.6% | +9.0% | +21.6% |
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