+11.8%
SBUX vs PSX
+132.2%
-120.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.6% |
| 7D | -6.2% | +1.5% | -7.7% | -6.6% |
| 30D | -6.4% | +15.8% | -22.3% | -10.1% |
| 3M | +1.0% | +43.0% | -42.0% | -8.5% |
| 6M | -0.4% | +61.1% | -61.5% | -13.5% |
| YTD | +20.0% | +104.5% | -84.6% | -3.6% |
| 1Y | +22.8% | +102.5% | -79.8% | -1.6% |
| All | +11.8% | +132.2% | -120.4% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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