+33.3%
SBUX vs D
+16.4%
+16.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | +4.9% | +2.4% | +2.6% | +4.4% |
| 30D | +21.2% | +10.9% | +10.2% | +18.6% |
| 3M | +5.7% | +2.8% | +2.8% | +4.6% |
| 6M | +6.0% | +12.7% | -6.7% | +4.1% |
| YTD | +32.9% | +20.3% | +12.6% | +26.2% |
| 1Y | +33.3% | +17.1% | +16.2% | +28.5% |
| All | +33.3% | +16.4% | +16.8% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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