+19,503.0%
SBUX vs ALB
+2,835.3%
+16,667.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.4% | +3.2% | 0.0% |
| 7D | -3.1% | -8.1% | +4.9% | -0.9% |
| 30D | -0.9% | +6.3% | -7.1% | -2.8% |
| 3M | +11.6% | -23.6% | +35.2% | +19.2% |
| 6M | +8.8% | -24.6% | +33.4% | +14.8% |
| YTD | +26.3% | -10.3% | +36.6% | +25.4% |
| 1Y | +23.1% | +61.5% | -38.3% | +1.0% |
| 3Y | +15.0% | -34.0% | +48.9% | +12.2% |
| 5Y | +0.4% | -44.6% | +45.0% | -2.8% |
| 10Y | +130.7% | +76.1% | +54.6% | +33.9% |
| All | +19,503.0% | +2,835.3% | +16,667.7% | +4,335.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling