+41.3%
SBUX vs STM
+92.4%
-51.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -6.1% | +10.8% | +5.1% |
| 7D | +6.3% | -6.0% | +12.3% | +6.7% |
| 30D | +16.2% | -20.9% | +37.1% | +18.3% |
| 3M | +5.1% | -15.8% | +20.9% | +6.4% |
| 6M | +5.7% | -17.0% | +22.8% | +1.7% |
| YTD | +32.6% | +76.8% | -44.2% | +3.5% |
| 1Y | +41.3% | +96.5% | -55.2% | +5.6% |
| All | +41.3% | +92.4% | -51.1% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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