+733.3%
SBUX vs UAL
+246.2%
+487.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.7% | -1.1% |
| 7D | +1.7% | +8.2% | -6.5% | +0.2% |
| 30D | +12.6% | +2.3% | +10.3% | +12.0% |
| 3M | +0.8% | -12.7% | +13.5% | +3.1% |
| 6M | +0.2% | +12.7% | -12.5% | -3.0% |
| YTD | +27.4% | +0.8% | +26.6% | +25.1% |
| 1Y | +31.5% | +17.8% | +13.7% | +25.2% |
| 3Y | +9.3% | +206.7% | -197.4% | -16.0% |
| 5Y | +1.5% | +113.9% | -112.4% | -18.8% |
| 10Y | +147.9% | +97.0% | +50.9% | +82.6% |
| All | +733.3% | +246.2% | +487.1% | +295.9% |
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