+9.3%
SBUX vs BIL
+13.5%
-4.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.6% |
| 7D | +1.7% | -0.3% | +1.9% | +1.0% |
| 30D | +12.6% | 0.0% | +12.6% | +12.6% |
| 3M | +0.8% | +0.6% | +0.2% | +2.4% |
| 6M | +0.2% | +1.5% | -1.3% | +5.5% |
| YTD | +27.4% | +2.8% | +24.7% | +38.1% |
| 1Y | +31.5% | +3.3% | +28.1% | +43.7% |
| 3Y | +9.3% | +13.5% | -4.2% | -13.1% |
| All | +9.3% | +13.5% | -4.2% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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