+40.8%
SBUX vs U
-44.5%
+85.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.2% |
| 7D | -3.1% | -3.8% | +0.7% | -2.7% |
| 30D | -0.9% | +17.5% | -18.3% | -2.9% |
| 3M | +11.6% | +38.7% | -27.1% | +7.0% |
| 6M | +8.8% | +104.4% | -95.6% | -1.0% |
| YTD | +26.3% | -5.7% | +32.0% | +24.5% |
| 1Y | +23.1% | +3.7% | +19.4% | +18.9% |
| 3Y | +15.0% | +12.3% | +2.6% | +4.3% |
| 5Y | +0.4% | -68.8% | +69.2% | -6.0% |
| All | +40.8% | -44.5% | +85.2% | +26.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling