+7.9%
QCOM vs SBUX
+22.9%
-15.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.3% |
| 7D | +3.3% | -3.1% | +6.5% | +3.8% |
| 30D | +7.7% | -0.9% | +8.6% | +7.8% |
| 3M | -30.1% | +11.6% | -41.7% | -31.8% |
| 6M | +22.8% | +8.8% | +14.1% | +19.3% |
| YTD | +0.2% | +26.3% | -26.1% | -8.2% |
| 1Y | +7.9% | +23.1% | -15.3% | -3.5% |
| All | +7.9% | +22.9% | -15.1% | -3.5% |
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