+23.1%
SBUX vs OPEN
-38.6%
+61.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.3% |
| 7D | -3.1% | -4.3% | +1.1% | -3.1% |
| 30D | -0.9% | -16.2% | +15.3% | -0.8% |
| 3M | +11.6% | -36.4% | +48.0% | +11.9% |
| 6M | +8.8% | -35.5% | +44.2% | +9.1% |
| YTD | +26.3% | -46.0% | +72.3% | +26.6% |
| 1Y | +23.1% | -47.1% | +70.3% | +24.5% |
| All | +23.1% | -38.6% | +61.7% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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