-49.5%
ORCL vs SBUX
+38.6%
-88.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.7% | -6.7% | -1.0% |
| 7D | -14.4% | +6.3% | -20.7% | -13.3% |
| 30D | -12.8% | +16.2% | -29.0% | -10.1% |
| 3M | -14.8% | +5.1% | -19.9% | -13.8% |
| 6M | -30.9% | +5.7% | -36.6% | -29.0% |
| YTD | -35.7% | +32.6% | -68.3% | -32.2% |
| 1Y | -49.5% | +41.3% | -90.8% | -47.1% |
| All | -49.5% | +38.6% | -88.1% | -47.1% |
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 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