+9.3%
SBUX vs KEY
+106.2%
-97.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | +1.7% | -1.3% | +3.0% | +2.1% |
| 30D | +12.6% | +5.1% | +7.5% | +11.1% |
| 3M | +0.8% | -7.1% | +7.9% | +2.9% |
| 6M | +0.2% | -4.4% | +4.6% | +1.3% |
| YTD | +27.4% | +4.0% | +23.4% | +25.6% |
| 1Y | +31.5% | +23.4% | +8.1% | +23.6% |
| 3Y | +9.3% | +113.9% | -104.6% | -6.4% |
| All | +9.3% | +106.2% | -97.0% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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