+41.3%
SBUX vs ASX
+144.4%
-103.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.9% | +8.6% | +4.8% |
| 7D | +6.3% | -14.6% | +20.9% | +6.6% |
| 30D | +16.2% | -21.1% | +37.3% | +16.7% |
| 3M | +5.1% | -3.1% | +8.2% | +4.9% |
| 6M | +5.7% | +17.4% | -11.6% | +2.0% |
| YTD | +32.6% | +135.3% | -102.7% | +17.4% |
| 1Y | +41.3% | +146.5% | -105.2% | +24.5% |
| All | +41.3% | +144.4% | -103.1% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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