+32.7%
SBUX vs RF
+20.4%
+12.3%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.2% | +1.6% | +3.0% |
| 7D | +4.8% | -0.1% | +5.0% | +4.9% |
| 30D | +20.6% | +7.0% | +13.6% | +17.8% |
| 3M | +4.3% | -7.0% | +11.3% | +6.7% |
| 6M | +5.5% | +6.8% | -1.3% | +3.0% |
| YTD | +32.3% | +9.9% | +22.4% | +25.7% |
| All | +32.7% | +20.4% | +12.3% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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