+32.7%
SBUX vs URI
+32.9%
-0.2%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.9% | -3.1% | +2.8% |
| 7D | +4.8% | -4.0% | +8.8% | +5.3% |
| 30D | +20.6% | +6.8% | +13.8% | +19.3% |
| 3M | +4.3% | -2.8% | +7.1% | +4.4% |
| 6M | +5.5% | +20.9% | -15.3% | +2.0% |
| YTD | +32.3% | +40.2% | -7.9% | +20.4% |
| All | +32.7% | +32.9% | -0.2% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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