+725.9%
SBUX vs UAL
+242.1%
+483.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.8% | -1.7% |
| 7D | -3.1% | +0.7% | -3.8% | -3.3% |
| 30D | -0.9% | -16.1% | +15.2% | +2.3% |
| 3M | +11.6% | +6.1% | +5.5% | +9.9% |
| 6M | +8.8% | +10.8% | -2.1% | +5.5% |
| YTD | +26.3% | -0.4% | +26.7% | +24.5% |
| 1Y | +23.1% | +5.0% | +18.1% | +19.8% |
| 3Y | +15.0% | +124.0% | -109.1% | -6.3% |
| 5Y | +0.4% | +141.0% | -140.6% | -21.4% |
| 10Y | +130.7% | +118.0% | +12.7% | +67.3% |
| All | +725.9% | +242.1% | +483.9% | +294.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling