+128.8%
SBUX vs UAL
+103.3%
+25.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.8% | +0.5% | -1.7% |
| 7D | -3.9% | +3.5% | -7.4% | -4.7% |
| 30D | -2.8% | -16.5% | +13.6% | +1.2% |
| 3M | +8.2% | +2.8% | +5.4% | +6.9% |
| 6M | +4.3% | +17.6% | -13.3% | -1.1% |
| YTD | +23.3% | -3.2% | +26.5% | +21.9% |
| 1Y | +24.3% | +0.4% | +23.9% | +21.2% |
| 3Y | +15.5% | +128.2% | -112.7% | -11.6% |
| 5Y | -2.7% | +137.7% | -140.4% | -29.0% |
| 10Y | +128.8% | +99.1% | +29.7% | +59.0% |
| All | +128.8% | +103.3% | +25.5% | +59.0% |
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