+7.4%
ON vs SBUX
+12.5%
-5.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.8% | +5.3% | +7.4% |
| 7D | -1.4% | +4.8% | -6.3% | -3.3% |
| 30D | -10.9% | +20.6% | -31.5% | -17.9% |
| 3M | -14.9% | +4.3% | -19.1% | -16.5% |
| 6M | -33.0% | +5.5% | -38.5% | -35.2% |
| YTD | +27.6% | +32.3% | -4.7% | +9.9% |
| 1Y | +44.5% | +31.2% | +13.3% | +24.8% |
| 3Y | +7.4% | +14.8% | -7.4% | +5.7% |
| All | +7.4% | +12.5% | -5.1% | +5.7% |
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