+16.3%
SBUX vs LIN
+27.3%
-10.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -0.8% |
| 7D | -3.1% | -2.1% | -1.0% | -2.2% |
| 30D | -0.9% | -2.4% | +1.5% | +0.2% |
| 3M | +11.6% | -5.6% | +17.2% | +14.3% |
| 6M | +8.8% | -3.4% | +12.2% | +9.7% |
| YTD | +26.3% | +13.1% | +13.2% | +16.1% |
| 1Y | +23.1% | +2.5% | +20.7% | +19.5% |
| All | +16.3% | +27.3% | -10.9% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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