+12.8%
SBUX vs UNP
+43.1%
-30.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.3% |
| 7D | -6.3% | -1.7% | -4.5% | -5.5% |
| 30D | -3.9% | -2.1% | -1.7% | -2.9% |
| 3M | +3.3% | +5.4% | -2.2% | +0.5% |
| 6M | +1.4% | +13.4% | -11.9% | -5.3% |
| YTD | +21.0% | +25.0% | -4.0% | +7.0% |
| 1Y | +22.4% | +34.6% | -12.2% | +3.6% |
| All | +12.8% | +43.1% | -30.4% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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