+22.9%
SBUX vs MNDY
-54.1%
+77.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.0% | -2.4% | -0.6% |
| 7D | -5.5% | -4.6% | -0.8% | -5.3% |
| 30D | -8.5% | +1.0% | -9.5% | -8.6% |
| 3M | -2.9% | +9.1% | -12.0% | -3.5% |
| 6M | -1.5% | +14.2% | -15.7% | -2.7% |
| YTD | +19.4% | -41.1% | +60.5% | +22.0% |
| 1Y | +22.9% | -54.7% | +77.7% | +27.7% |
| All | +22.9% | -54.1% | +77.1% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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