+33.3%
SBUX vs STT
+48.0%
-14.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | 0.0% | +0.4% |
| 7D | +4.9% | +1.1% | +3.8% | +4.7% |
| 30D | +21.2% | -1.9% | +23.1% | +21.6% |
| 3M | +5.7% | -7.6% | +13.2% | +7.3% |
| 6M | +6.0% | +16.0% | -10.0% | +1.9% |
| YTD | +32.9% | +36.2% | -3.2% | +19.3% |
| 1Y | +33.3% | +46.8% | -13.5% | +15.1% |
| All | +33.3% | +48.0% | -14.7% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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