+3.0%
SBUX vs U
-66.8%
+69.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.5% | -6.2% | -1.4% |
| 7D | +1.7% | +36.6% | -34.9% | -2.4% |
| 30D | +12.6% | +13.3% | -0.7% | +10.5% |
| 3M | +0.8% | +26.2% | -25.4% | -2.7% |
| 6M | +0.2% | +88.7% | -88.6% | -8.8% |
| YTD | +27.4% | +16.6% | +10.9% | +21.6% |
| 1Y | +31.5% | +29.0% | +2.5% | +23.1% |
| 3Y | +9.3% | +99.5% | -90.2% | -9.9% |
| All | +3.0% | -66.8% | +69.8% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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