+9.3%
SBUX vs M
+100.8%
-91.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.6% | +3.9% | +0.1% |
| 7D | +1.7% | -4.3% | +6.0% | +2.4% |
| 30D | +12.6% | +1.3% | +11.4% | +12.4% |
| 3M | +0.8% | -7.4% | +8.2% | +2.0% |
| 6M | +0.2% | +18.3% | -18.2% | -3.3% |
| YTD | +27.4% | +7.6% | +19.9% | +24.8% |
| 1Y | +31.5% | +17.4% | +14.1% | +26.6% |
| 3Y | +9.3% | +108.4% | -99.1% | -6.1% |
| All | +9.3% | +100.8% | -91.6% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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