+11.8%
SBUX vs IT
-51.9%
+63.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.4% | -0.9% |
| 7D | -6.2% | -12.7% | +6.5% | -4.6% |
| 30D | -6.4% | -8.9% | +2.4% | -5.4% |
| 3M | +1.0% | +10.1% | -9.1% | -1.3% |
| 6M | -0.4% | +7.3% | -7.7% | -2.8% |
| YTD | +20.0% | -32.4% | +52.3% | +27.6% |
| 1Y | +22.8% | -26.6% | +49.4% | +27.6% |
| All | +11.8% | -51.9% | +63.8% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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