+10.3%
SBUX vs DAL
+163.9%
-153.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.7% |
| 7D | +1.0% | -1.1% | +2.1% | +1.3% |
| 30D | +14.1% | +12.8% | +1.3% | +10.5% |
| 3M | -1.4% | -5.3% | +3.9% | -0.2% |
| 6M | +1.6% | +22.4% | -20.7% | -4.6% |
| YTD | +28.7% | +25.6% | +3.1% | +19.1% |
| 1Y | +26.3% | +45.5% | -19.2% | +11.8% |
| 3Y | +10.3% | +161.0% | -150.7% | -21.3% |
| All | +10.3% | +163.9% | -153.6% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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