+15.5%
SBUX vs JD
-6.1%
+21.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.3% | -2.1% |
| 7D | -3.9% | -0.8% | -3.1% | -3.8% |
| 30D | -2.8% | -16.0% | +13.2% | -0.7% |
| 3M | +8.2% | -3.2% | +11.4% | +8.4% |
| 6M | +4.3% | +6.1% | -1.8% | +2.9% |
| YTD | +23.3% | -0.1% | +23.5% | +22.7% |
| 1Y | +24.3% | -12.7% | +37.0% | +25.6% |
| 3Y | +15.5% | -6.3% | +21.8% | +16.8% |
| All | +15.5% | -6.1% | +21.6% | +16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling