+154.6%
SBUX vs UAL
+99.5%
+55.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.3% | +0.4% |
| 7D | +4.9% | +12.5% | -7.5% | +2.1% |
| 30D | +21.2% | +12.2% | +9.0% | +17.7% |
| 3M | +5.7% | -2.6% | +8.3% | +5.9% |
| 6M | +6.0% | +21.1% | -15.1% | +0.1% |
| YTD | +32.9% | +7.8% | +25.1% | +27.8% |
| 1Y | +33.3% | +25.4% | +7.9% | +23.4% |
| 3Y | +13.0% | +217.3% | -204.3% | -20.0% |
| 5Y | +8.8% | +132.9% | -124.0% | -20.4% |
| 10Y | +154.6% | +101.1% | +53.5% | +84.5% |
| All | +154.6% | +99.5% | +55.1% | +84.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 10y: compounded portfolio wealth divided by compounded UAL 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…
10y analysis · Full analysis span regression · 6 months rolling