+41.3%
SBUX vs ITUB
+9.0%
+32.3%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.3% | +1.4% | +4.5% |
| 7D | +6.3% | -1.6% | +7.9% | +6.4% |
| 30D | +16.2% | -26.6% | +42.8% | +18.0% |
| 3M | +5.1% | -11.1% | +16.2% | +4.1% |
| 6M | +5.7% | -13.1% | +18.8% | +4.9% |
| YTD | +32.6% | +3.9% | +28.8% | +25.5% |
| 1Y | +41.3% | +9.8% | +31.6% | +28.5% |
| All | +41.3% | +9.0% | +32.3% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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