+20.0%
SBUX vs AS
+120.4%
-100.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.6% | -4.9% | -1.8% |
| 7D | -3.1% | -4.9% | +1.8% | -2.4% |
| 30D | -0.9% | -19.6% | +18.7% | +2.4% |
| 3M | +11.6% | -14.4% | +26.0% | +13.9% |
| 6M | +8.8% | -20.1% | +28.9% | +11.8% |
| YTD | +26.3% | -20.9% | +47.2% | +29.8% |
| 1Y | +23.1% | -21.9% | +45.0% | +26.4% |
| All | +20.0% | +120.4% | -100.4% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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