+14.8%
SBUX vs ASX
+366.1%
-351.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.6% | -4.8% | +2.8% |
| 7D | +4.8% | -12.3% | +17.1% | +6.1% |
| 30D | +20.6% | -26.0% | +46.6% | +24.3% |
| 3M | +4.3% | -8.1% | +12.4% | +3.9% |
| 6M | +5.5% | +1.4% | +4.1% | +1.0% |
| YTD | +32.3% | +115.6% | -83.2% | +6.3% |
| 1Y | +31.2% | +128.0% | -96.9% | +3.9% |
| 3Y | +14.8% | +371.4% | -356.6% | -33.0% |
| All | +14.8% | +366.1% | -351.2% | -33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling