+52.4%
QCOM vs SBUX
+10.7%
+41.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +1.0% |
| 7D | +13.0% | +1.0% | +12.0% | +12.6% |
| 30D | +0.2% | +16.6% | -16.4% | -3.9% |
| 3M | +9.2% | -0.6% | +9.8% | +9.4% |
| 6M | -15.0% | +1.8% | -16.8% | -15.8% |
| YTD | +5.2% | +29.7% | -24.5% | -4.3% |
| 1Y | +2.4% | +26.1% | -23.7% | -6.1% |
| All | +52.4% | +10.7% | +41.7% | +45.2% |
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