+11.1%
SBUX vs BP
+50.2%
-39.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.6% | -2.6% |
| 7D | +1.0% | +2.5% | -1.5% | +0.6% |
| 30D | +16.6% | -5.6% | +22.2% | +17.5% |
| 3M | -0.6% | +8.0% | -8.6% | -2.5% |
| 6M | +1.8% | +5.7% | -3.9% | +0.1% |
| YTD | +29.7% | +36.8% | -7.1% | +17.1% |
| 1Y | +26.1% | +30.7% | -4.7% | +15.3% |
| All | +11.1% | +50.2% | -39.1% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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