+41.3%
SBUX vs DLTR
+45.2%
-3.9%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +9.6% | -4.9% | +2.6% |
| 7D | +6.3% | +15.6% | -9.3% | +2.9% |
| 30D | +16.2% | +29.9% | -13.7% | +9.9% |
| 3M | +5.1% | +12.5% | -7.4% | +2.1% |
| 6M | +5.7% | +56.3% | -50.6% | -3.6% |
| YTD | +32.6% | +19.5% | +13.1% | +31.0% |
| 1Y | +41.3% | +44.0% | -2.7% | +25.0% |
| All | +41.3% | +45.2% | -3.9% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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