+11.8%
SBUX vs SOUN
+173.0%
-161.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.7% |
| 7D | -6.2% | -6.8% | +0.6% | -5.9% |
| 30D | -6.4% | -15.2% | +8.8% | -5.7% |
| 3M | +1.0% | -7.0% | +8.0% | +1.2% |
| 6M | -0.4% | -20.5% | +20.1% | 0.0% |
| YTD | +20.0% | -37.0% | +57.0% | +21.6% |
| 1Y | +22.8% | -55.3% | +78.1% | +26.2% |
| All | +11.8% | +173.0% | -161.2% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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