+2.6%
SBUX vs BROS
+43.3%
-40.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.4% |
| 7D | -3.1% | -6.7% | +3.5% | -2.2% |
| 30D | -0.9% | -29.1% | +28.2% | +3.9% |
| 3M | +11.6% | -16.7% | +28.3% | +13.9% |
| 6M | +8.8% | -11.6% | +20.4% | +9.6% |
| YTD | +26.3% | -23.9% | +50.2% | +29.7% |
| 1Y | +23.1% | -34.8% | +57.9% | +28.9% |
| 3Y | +15.0% | +62.1% | -47.1% | +2.9% |
| All | +2.6% | +43.3% | -40.7% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 all: compounded portfolio wealth divided by compounded BROS 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…
all analysis · Full analysis span regression · 6 months rolling