+41.3%
SBUX vs SYK
-4.2%
+45.5%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +9.4% | -4.7% | +2.6% |
| 7D | +6.3% | +11.7% | -5.4% | +3.7% |
| 30D | +16.2% | +19.1% | -2.9% | +12.0% |
| 3M | +5.1% | +1.4% | +3.7% | +3.8% |
| 6M | +5.7% | +17.4% | -11.7% | +2.2% |
| YTD | +32.6% | -2.5% | +35.2% | +29.5% |
| 1Y | +41.3% | -5.3% | +46.6% | +40.2% |
| All | +41.3% | -4.2% | +45.5% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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