+22.4%
SBUX vs UAL
-0.3%
+22.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.8% |
| 7D | -6.3% | -1.1% | -5.1% | -6.1% |
| 30D | -3.9% | -13.4% | +9.6% | -1.5% |
| 3M | +3.3% | -2.3% | +5.6% | +3.1% |
| 6M | +1.4% | +13.3% | -11.9% | -2.1% |
| YTD | +21.0% | -4.2% | +25.2% | +20.5% |
| 1Y | +22.4% | +1.4% | +21.0% | +17.1% |
| All | +22.4% | -0.3% | +22.7% | +17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling