+3.0%
SBUX vs SWKS
-42.6%
+45.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -1.0% |
| 7D | +1.7% | -6.2% | +7.8% | +3.4% |
| 30D | +12.6% | -1.5% | +14.1% | +13.0% |
| 3M | +0.8% | +23.0% | -22.2% | -6.7% |
| 6M | +0.2% | +27.6% | -27.4% | -10.6% |
| YTD | +27.4% | +32.3% | -4.9% | +10.8% |
| 1Y | +31.5% | +20.1% | +11.4% | +18.2% |
| 3Y | +9.3% | +0.6% | +8.6% | -1.6% |
| All | +3.0% | -42.6% | +45.7% | +10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling