+13.9%
SBUX vs SWKS
+2.3%
+11.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +4.9% | -3.1% | +8.1% | +5.6% |
| 30D | +21.2% | +8.3% | +12.8% | +19.0% |
| 3M | +5.7% | +20.2% | -14.6% | 0.0% |
| 6M | +6.0% | +24.9% | -18.9% | -2.6% |
| YTD | +32.9% | +33.2% | -0.2% | +18.2% |
| 1Y | +33.3% | +23.6% | +9.7% | +21.3% |
| All | +13.9% | +2.3% | +11.6% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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