+22.4%
SBUX vs ALB
+69.7%
-47.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.9% | -1.7% |
| 7D | -6.3% | -8.6% | +2.3% | -5.6% |
| 30D | -3.9% | -4.0% | +0.2% | -3.5% |
| 3M | +3.3% | -17.4% | +20.7% | +4.7% |
| 6M | +1.4% | -25.4% | +26.8% | +2.7% |
| YTD | +21.0% | -10.5% | +31.5% | +19.5% |
| 1Y | +22.4% | +75.8% | -53.4% | +18.1% |
| All | +22.4% | +69.7% | -47.2% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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