+93.3%
QQQ vs SBUX
+12.8%
+80.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.1% |
| 7D | +1.0% | -6.3% | +7.3% | +2.4% |
| 30D | -0.6% | -3.9% | +3.2% | +0.1% |
| 3M | +1.3% | +3.3% | -2.0% | +0.4% |
| 6M | +18.1% | +1.4% | +16.7% | +17.2% |
| YTD | +16.9% | +21.0% | -4.1% | +11.3% |
| 1Y | +24.0% | +22.4% | +1.6% | +17.3% |
| All | +93.3% | +12.8% | +80.6% | +89.1% |
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 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