+27.0%
SBUX vs AXP
-12.6%
+39.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.5% |
| 7D | +1.6% | -0.1% | +1.7% | +1.6% |
| 30D | +14.8% | +4.4% | +10.4% | +13.4% |
| 3M | -0.8% | -6.4% | +5.6% | +1.3% |
| 6M | +2.2% | +4.2% | -1.9% | +0.5% |
| YTD | +29.5% | -12.4% | +41.8% | +33.6% |
| 1Y | +27.0% | -11.1% | +38.1% | +29.4% |
| All | +27.0% | -12.6% | +39.7% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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