+23.1%
SBUX vs AU
+100.5%
-77.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.1% | -1.2% |
| 7D | -3.1% | -3.6% | +0.5% | -3.0% |
| 30D | -0.9% | +23.9% | -24.8% | -2.0% |
| 3M | +11.6% | +19.1% | -7.5% | +10.4% |
| 6M | +8.8% | -0.2% | +8.9% | +8.5% |
| YTD | +26.3% | +32.5% | -6.1% | +23.1% |
| 1Y | +23.1% | +96.9% | -73.8% | +18.1% |
| All | +23.1% | +100.5% | -77.3% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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