+41.3%
SBUX vs ZBH
+11.3%
+30.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +13.5% | -8.8% | +2.6% |
| 7D | +6.3% | +14.3% | -8.0% | +4.1% |
| 30D | +16.2% | +20.3% | -4.1% | +13.1% |
| 3M | +5.1% | +15.3% | -10.2% | +2.8% |
| 6M | +5.7% | +33.9% | -28.2% | +2.5% |
| YTD | +32.6% | +23.5% | +9.2% | +29.7% |
| 1Y | +41.3% | +7.9% | +33.4% | +36.5% |
| All | +41.3% | +11.3% | +30.0% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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