+253.4%
SBUX vs AR
-33.4%
+286.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.6% |
| 7D | +1.7% | -14.3% | +15.9% | +2.8% |
| 30D | +12.6% | +1.4% | +11.2% | +12.4% |
| 3M | +0.8% | +3.4% | -2.6% | +0.4% |
| 6M | +0.2% | -2.1% | +2.2% | 0.0% |
| YTD | +27.4% | +4.7% | +22.7% | +26.3% |
| 1Y | +31.5% | +10.6% | +20.9% | +29.7% |
| 3Y | +9.3% | +24.6% | -15.3% | +6.1% |
| 5Y | +1.5% | +71.9% | -70.4% | -4.8% |
| 10Y | +147.9% | +46.4% | +101.5% | +102.7% |
| All | +253.4% | -33.4% | +286.8% | +201.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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