+11.3%
SBUX vs BLK
+66.0%
-54.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -1.2% |
| 7D | -5.5% | -3.3% | -2.2% | -4.0% |
| 30D | -8.5% | -6.5% | -1.9% | -5.6% |
| 3M | -2.9% | +6.7% | -9.7% | -6.5% |
| 6M | -1.5% | +14.7% | -16.3% | -9.4% |
| YTD | +19.4% | +2.5% | +16.9% | +15.9% |
| 1Y | +22.9% | -2.8% | +25.7% | +22.7% |
| 3Y | +11.3% | +65.9% | -54.6% | -25.7% |
| All | +11.3% | +66.0% | -54.7% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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