+15.5%
SBUX vs A
+29.5%
-14.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.7% | +0.3% | -1.7% |
| 7D | -3.9% | -2.1% | -1.8% | -3.4% |
| 30D | -2.8% | +0.6% | -3.4% | -3.1% |
| 3M | +8.2% | +10.9% | -2.7% | +5.2% |
| 6M | +4.3% | +28.2% | -23.9% | -3.1% |
| YTD | +23.3% | +8.6% | +14.8% | +20.5% |
| 1Y | +24.3% | +15.5% | +8.8% | +18.7% |
| 3Y | +15.5% | +31.8% | -16.4% | +0.8% |
| All | +15.5% | +29.5% | -14.1% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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