+12.8%
SBUX vs UL
+21.6%
-8.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.3% | -1.5% |
| 7D | -6.3% | -3.2% | -3.0% | -5.5% |
| 30D | -3.9% | -0.6% | -3.3% | -3.7% |
| 3M | +3.3% | +9.4% | -6.2% | +0.8% |
| 6M | +1.4% | -4.1% | +5.6% | +2.2% |
| YTD | +21.0% | -2.0% | +22.9% | +20.8% |
| 1Y | +22.4% | -9.0% | +31.4% | +24.6% |
| All | +12.8% | +21.6% | -8.8% | +2.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling