+22.9%
SBUX vs BTSG
+113.2%
-90.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.7% |
| 7D | -5.5% | -3.3% | -2.2% | -5.1% |
| 30D | -8.5% | -1.6% | -6.9% | -8.4% |
| 3M | -2.9% | -6.9% | +4.0% | -3.2% |
| 6M | -1.5% | +42.1% | -43.6% | -9.3% |
| YTD | +19.4% | +56.8% | -37.4% | +7.9% |
| 1Y | +22.9% | +109.8% | -86.9% | +8.1% |
| All | +22.9% | +113.2% | -90.2% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 1y: compounded portfolio wealth divided by compounded BTSG 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…
1y analysis · Full analysis span regression · 6 months rolling