+10.9%
SBUX vs P
+197.6%
-186.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | 0.0% |
| 7D | +1.6% | +11.6% | -10.0% | +0.8% |
| 30D | +14.8% | -23.7% | +38.5% | +16.6% |
| 3M | -0.8% | -8.0% | +7.2% | -1.0% |
| 6M | +2.2% | +27.9% | -25.7% | -1.2% |
| YTD | +29.5% | +61.2% | -31.7% | +21.3% |
| 1Y | +27.0% | +28.6% | -1.6% | +20.7% |
| 3Y | +10.9% | +200.5% | -189.5% | -8.3% |
| All | +10.9% | +197.6% | -186.6% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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