+13.7%
SBUX vs USB
+94.5%
-80.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.9% | +2.8% | +3.9% |
| 7D | +6.3% | +2.4% | +3.9% | +5.3% |
| 30D | +16.2% | +6.6% | +9.6% | +13.2% |
| 3M | +5.1% | -4.1% | +9.2% | +6.8% |
| 6M | +5.7% | +12.5% | -6.7% | +0.2% |
| YTD | +32.6% | +17.6% | +15.0% | +23.0% |
| 1Y | +41.3% | +36.5% | +4.8% | +23.0% |
| All | +13.7% | +94.5% | -80.8% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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