+41.3%
SBUX vs EWZ
+7.8%
+33.5%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.6% | +3.1% | +4.6% |
| 7D | +6.3% | -4.1% | +10.4% | +6.5% |
| 30D | +16.2% | -25.0% | +41.1% | +17.7% |
| 3M | +5.1% | -10.6% | +15.7% | +3.4% |
| 6M | +5.7% | -16.6% | +22.3% | +5.9% |
| YTD | +32.6% | +2.5% | +30.2% | +23.7% |
| 1Y | +41.3% | +8.1% | +33.3% | +23.0% |
| All | +41.3% | +7.8% | +33.5% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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