+33.3%
SBUX vs URA
-30.3%
+63.6%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.5% | +1.8% | +4.2% |
| 7D | +4.9% | +0.3% | +4.6% | +4.9% |
| 30D | +21.2% | -14.8% | +35.9% | +22.2% |
| 3M | +5.7% | -25.3% | +31.0% | +7.3% |
| 6M | +6.0% | -39.9% | +45.9% | +9.6% |
| YTD | +32.9% | -22.4% | +55.4% | +34.1% |
| 1Y | +33.3% | -29.0% | +62.3% | +34.1% |
| All | +33.3% | -30.3% | +63.6% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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