+9.3%
SBUX vs URA
+36.0%
-26.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.4% | -5.1% | -1.2% |
| 7D | +1.7% | -4.1% | +5.8% | +2.1% |
| 30D | +12.6% | -19.0% | +31.6% | +15.3% |
| 3M | +0.8% | -25.1% | +26.0% | +3.9% |
| 6M | +0.2% | -44.5% | +44.7% | +7.0% |
| YTD | +27.4% | -24.3% | +51.8% | +28.9% |
| 1Y | +31.5% | -28.1% | +59.6% | +33.7% |
| 3Y | +9.3% | +40.7% | -31.4% | -5.4% |
| All | +9.3% | +36.0% | -26.7% | -5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling