+27.0%
SBUX vs OPEN
-86.7%
+113.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.6% | +3.5% | +0.1% |
| 7D | +1.6% | -15.0% | +16.6% | +2.8% |
| 30D | +14.8% | -40.2% | +55.0% | +18.9% |
| 3M | -0.8% | -67.4% | +66.6% | +6.2% |
| 6M | +2.2% | -74.0% | +76.2% | +10.2% |
| YTD | +29.5% | -79.6% | +109.0% | +41.8% |
| 1Y | +27.0% | -86.1% | +113.1% | +38.7% |
| All | +27.0% | -86.7% | +113.8% | +38.7% |
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