+33.3%
SBUX vs ASX
+133.5%
-100.2%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.3% | -2.8% | +0.4% |
| 7D | +4.9% | -9.1% | +14.1% | +5.0% |
| 30D | +21.2% | -23.6% | +44.7% | +21.7% |
| 3M | +5.7% | -5.6% | +11.3% | +5.3% |
| 6M | +6.0% | +4.7% | +1.3% | +3.4% |
| YTD | +32.9% | +122.6% | -89.7% | +19.1% |
| 1Y | +33.3% | +133.0% | -99.7% | +19.3% |
| All | +33.3% | +133.5% | -100.2% | +19.3% |
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