+3.0%
SBUX vs USB
+21.6%
-18.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | +1.7% | 0.0% | +1.7% | +1.7% |
| 30D | +12.6% | +5.8% | +6.8% | +10.3% |
| 3M | +0.8% | -6.0% | +6.8% | +3.1% |
| 6M | +0.2% | +7.8% | -7.6% | -2.9% |
| YTD | +27.4% | +14.6% | +12.9% | +20.4% |
| 1Y | +31.5% | +31.8% | -0.3% | +17.8% |
| 3Y | +9.3% | +91.5% | -82.3% | -15.6% |
| All | +3.0% | +21.6% | -18.5% | -5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling