+24.3%
SBUX vs ALLY
+5.0%
+19.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.3% | +1.0% | -1.6% |
| 7D | -3.9% | +1.0% | -4.9% | -4.1% |
| 30D | -2.8% | -3.3% | +0.5% | -2.1% |
| 3M | +8.2% | +0.5% | +7.7% | +7.9% |
| 6M | +4.3% | +12.6% | -8.3% | +0.5% |
| YTD | +23.3% | -4.7% | +28.0% | +24.1% |
| 1Y | +24.3% | +5.2% | +19.1% | +19.2% |
| All | +24.3% | +5.0% | +19.3% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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