+23.1%
SBUX vs EXC
+2.6%
+20.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.7% | -1.1% |
| 7D | -3.1% | -0.7% | -2.5% | -3.1% |
| 30D | -0.9% | -4.6% | +3.8% | -0.6% |
| 3M | +11.6% | -2.2% | +13.8% | +12.1% |
| 6M | +8.8% | -10.6% | +19.3% | +8.6% |
| YTD | +26.3% | +1.9% | +24.4% | +26.5% |
| 1Y | +23.1% | +3.4% | +19.7% | +28.3% |
| All | +23.1% | +2.6% | +20.6% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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