+18.5%
SBUX vs ASX
+403.7%
-385.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | -3.1% | -0.7% | -2.4% | -3.0% |
| 30D | -0.9% | +2.0% | -2.9% | -1.3% |
| 3M | +11.6% | -1.3% | +12.9% | +10.0% |
| 6M | +8.8% | +71.4% | -62.6% | -6.1% |
| YTD | +26.3% | +135.3% | -109.0% | +1.0% |
| 1Y | +23.1% | +267.5% | -244.4% | -13.2% |
| All | +18.5% | +403.7% | -385.2% | -31.2% |
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