+41.3%
SBUX vs S
+36.5%
+4.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.6% | +3.1% | +4.6% |
| 7D | +6.3% | -8.2% | +14.5% | +6.6% |
| 30D | +16.2% | -7.6% | +23.8% | +16.5% |
| 3M | +5.1% | +12.0% | -6.9% | +4.2% |
| 6M | +5.7% | +50.6% | -44.9% | +2.0% |
| YTD | +32.6% | +56.6% | -24.0% | +26.2% |
| 1Y | +41.3% | +39.2% | +2.1% | +36.4% |
| All | +41.3% | +36.5% | +4.8% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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