+27.0%
SBUX vs JD
-8.1%
+35.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.4% |
| 7D | +1.6% | -4.1% | +5.7% | +2.0% |
| 30D | +14.8% | +4.6% | +10.2% | +14.0% |
| 3M | -0.8% | -4.7% | +3.9% | -0.3% |
| 6M | +2.2% | -17.4% | +19.6% | +5.6% |
| YTD | +29.5% | +0.7% | +28.7% | +26.9% |
| 1Y | +27.0% | -5.9% | +32.9% | +27.2% |
| All | +27.0% | -8.1% | +35.1% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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