+15.5%
SBUX vs IR
+8.4%
+7.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.7% | -1.8% |
| 7D | -3.9% | +0.6% | -4.5% | -4.1% |
| 30D | -2.8% | -13.6% | +10.8% | +2.4% |
| 3M | +8.2% | +3.7% | +4.5% | +5.9% |
| 6M | +4.3% | -13.1% | +17.3% | +8.8% |
| YTD | +23.3% | -5.1% | +28.5% | +23.1% |
| 1Y | +24.3% | -6.5% | +30.8% | +24.5% |
| 3Y | +15.5% | +8.5% | +6.9% | -0.3% |
| All | +15.5% | +8.4% | +7.1% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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