+10.9%
SBUX vs ALLY
+65.3%
-54.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.4% |
| 7D | +1.6% | +0.4% | +1.2% | +1.5% |
| 30D | +14.8% | +5.2% | +9.6% | +13.4% |
| 3M | -0.8% | -13.3% | +12.5% | +2.8% |
| 6M | +2.2% | -6.7% | +8.9% | +3.7% |
| YTD | +29.5% | -12.8% | +42.3% | +33.1% |
| 1Y | +27.0% | +0.7% | +26.3% | +25.6% |
| 3Y | +10.9% | +65.2% | -54.3% | +4.8% |
| All | +10.9% | +65.3% | -54.4% | +4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling