+41.3%
SBUX vs UL
+1.7%
+39.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.3% | +1.4% | +3.9% |
| 7D | +6.3% | +4.7% | +1.6% | +5.1% |
| 30D | +16.2% | +11.6% | +4.6% | +13.1% |
| 3M | +5.1% | +5.3% | -0.2% | +3.7% |
| 6M | +5.7% | +16.0% | -10.3% | +1.5% |
| YTD | +32.6% | +5.0% | +27.7% | +29.2% |
| 1Y | +41.3% | +1.1% | +40.2% | +43.4% |
| All | +41.3% | +1.7% | +39.7% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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