+32.7%
SBUX vs PL
+8.6%
+24.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +14.5% | -10.7% | +3.6% |
| 7D | +4.8% | +10.9% | -6.1% | +4.7% |
| 30D | +20.6% | -16.4% | +37.0% | +20.6% |
| 3M | +4.3% | -39.9% | +44.2% | +4.5% |
| 6M | +5.5% | -63.2% | +68.7% | +6.0% |
| YTD | +32.3% | -27.1% | +59.5% | +31.4% |
| All | +32.7% | +8.6% | +24.0% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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