+44.5%
SBUX vs SOUN
-28.0%
+72.5%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.7% |
| 7D | -6.2% | -6.8% | +0.6% | -6.0% |
| 30D | -6.4% | -15.2% | +8.8% | -6.0% |
| 3M | +1.0% | -7.0% | +8.0% | +1.1% |
| 6M | -0.4% | -20.5% | +20.1% | -0.1% |
| YTD | +20.0% | -37.0% | +57.0% | +21.0% |
| 1Y | +22.8% | -55.3% | +78.1% | +24.9% |
| 3Y | +12.3% | +173.0% | -160.7% | +6.8% |
| All | +44.5% | -28.0% | +72.5% | +37.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling