+11.3%
SBUX vs BR
-5.3%
+16.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -5.5% | -3.0% | -2.5% | -4.7% |
| 30D | -8.5% | -0.3% | -8.2% | -8.5% |
| 3M | -2.9% | +17.3% | -20.2% | -7.5% |
| 6M | -1.5% | -6.7% | +5.2% | +0.3% |
| YTD | +19.4% | -23.4% | +42.8% | +30.5% |
| 1Y | +22.9% | -32.7% | +55.6% | +41.8% |
| 3Y | +11.3% | -5.9% | +17.2% | +2.7% |
| All | +11.3% | -5.3% | +16.6% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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