+41.3%
SBUX vs UMC
+112.5%
-71.2%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.1% | +6.8% | +4.7% |
| 7D | +6.3% | -14.7% | +21.0% | +6.6% |
| 30D | +16.2% | -32.9% | +49.0% | +17.2% |
| 3M | +5.1% | -22.2% | +27.3% | +5.4% |
| 6M | +5.7% | +25.9% | -20.2% | -0.3% |
| YTD | +32.6% | +107.9% | -75.3% | +22.0% |
| 1Y | +41.3% | +115.0% | -73.7% | +29.4% |
| All | +41.3% | +112.5% | -71.2% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 UMC 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