+15.5%
SBUX vs S
+13.8%
+1.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -2.1% |
| 7D | -3.9% | -5.8% | +1.9% | -3.2% |
| 30D | -2.8% | -9.2% | +6.4% | -2.0% |
| 3M | +8.2% | +23.4% | -15.2% | +4.6% |
| 6M | +4.3% | +36.9% | -32.7% | -1.3% |
| YTD | +23.3% | +29.5% | -6.2% | +17.3% |
| 1Y | +24.3% | +5.4% | +18.9% | +21.4% |
| 3Y | +15.5% | +14.7% | +0.8% | +10.3% |
| All | +15.5% | +13.8% | +1.7% | +10.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling