+11.8%
SBUX vs SCHW
+86.8%
-74.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.6% | -1.0% |
| 7D | -6.2% | -2.8% | -3.5% | -5.6% |
| 30D | -6.4% | -0.1% | -6.4% | -6.5% |
| 3M | +1.0% | +20.6% | -19.5% | -3.6% |
| 6M | -0.4% | +15.9% | -16.3% | -4.3% |
| YTD | +20.0% | +8.5% | +11.5% | +17.0% |
| 1Y | +22.8% | +17.8% | +4.9% | +16.9% |
| All | +11.8% | +86.8% | -74.9% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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