+18.5%
SBUX vs ALLE
+50.9%
-32.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -1.5% |
| 7D | -3.1% | -0.2% | -2.9% | -3.1% |
| 30D | -0.9% | -6.8% | +5.9% | +1.0% |
| 3M | +11.6% | +21.0% | -9.4% | +5.4% |
| 6M | +8.8% | +1.1% | +7.7% | +8.1% |
| YTD | +26.3% | -0.5% | +26.8% | +25.4% |
| 1Y | +23.1% | -7.3% | +30.4% | +24.9% |
| All | +18.5% | +50.9% | -32.4% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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