+23.1%
SBUX vs EQT
+7.9%
+15.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.2% |
| 7D | -3.1% | +1.1% | -4.2% | -3.2% |
| 30D | -0.9% | +7.7% | -8.6% | -1.2% |
| 3M | +11.6% | +0.2% | +11.4% | +11.8% |
| 6M | +8.8% | -9.5% | +18.3% | +9.8% |
| YTD | +26.3% | +3.8% | +22.5% | +25.8% |
| 1Y | +23.1% | +7.8% | +15.4% | +24.9% |
| All | +23.1% | +7.9% | +15.3% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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