+10.3%
SBUX vs RF
+119.8%
-109.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.0% | -1.2% |
| 7D | +1.0% | +1.9% | -1.0% | +0.3% |
| 30D | +14.1% | +7.3% | +6.8% | +11.5% |
| 3M | -1.4% | -7.9% | +6.5% | +1.4% |
| 6M | +1.6% | +10.5% | -8.9% | -2.0% |
| YTD | +28.7% | +9.6% | +19.0% | +24.0% |
| 1Y | +26.3% | +20.3% | +6.0% | +17.7% |
| 3Y | +10.3% | +119.5% | -109.3% | -9.0% |
| All | +10.3% | +119.8% | -109.5% | -9.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling