+41.3%
SBUX vs SN
+156.5%
-115.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.1% | +0.6% | +3.9% |
| 7D | +6.3% | +10.6% | -4.3% | +4.2% |
| 30D | +16.2% | +20.0% | -3.8% | +12.2% |
| 3M | +5.1% | +30.4% | -25.3% | -0.3% |
| 6M | +5.7% | +91.0% | -85.3% | -6.7% |
| YTD | +32.6% | +95.9% | -63.3% | +14.6% |
| 1Y | +41.3% | +158.9% | -117.6% | +15.6% |
| All | +41.3% | +156.5% | -115.1% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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