+13.0%
SBUX vs OPEN
-35.1%
+48.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.1% | +7.6% | +0.7% |
| 7D | +4.9% | -24.7% | +29.7% | +5.9% |
| 30D | +21.2% | -41.0% | +62.1% | +23.1% |
| 3M | +5.7% | -62.4% | +68.0% | +8.8% |
| 6M | +6.0% | -73.9% | +79.9% | +10.2% |
| YTD | +32.9% | -77.5% | +110.5% | +38.4% |
| 1Y | +33.3% | -83.6% | +116.8% | +39.8% |
| 3Y | +13.0% | -37.0% | +50.0% | +4.7% |
| All | +13.0% | -35.1% | +48.2% | +4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling