+11.1%
SBUX vs SPY
+78.7%
-67.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.1% |
| 7D | +1.0% | +3.3% | -2.3% | -1.7% |
| 30D | +16.6% | -2.7% | +19.3% | +19.2% |
| 3M | -0.6% | -1.7% | +1.2% | +0.8% |
| 6M | +1.8% | +3.1% | -1.3% | -1.6% |
| YTD | +29.7% | +11.9% | +17.8% | +15.9% |
| 1Y | +26.1% | +12.0% | +14.1% | +12.6% |
| All | +11.1% | +78.7% | -67.6% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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