+13.9%
SBUX vs AXP
+116.9%
-103.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | +0.1% | 0.0% |
| 7D | +0.2% | -2.9% | +3.0% | +1.4% |
| 30D | +19.1% | +3.7% | +15.4% | +17.3% |
| 3M | +3.6% | -4.9% | +8.5% | +5.8% |
| 6M | +5.1% | +4.1% | +1.1% | +2.8% |
| YTD | +32.9% | -11.7% | +44.5% | +38.8% |
| 1Y | +30.4% | -11.7% | +42.1% | +36.1% |
| All | +13.9% | +116.9% | -103.1% | -6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling