-6.7%
SBUX vs ZBRA
-40.4%
+33.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -1.0% |
| 7D | -5.5% | -3.4% | -2.1% | -4.6% |
| 30D | -8.5% | -7.4% | -1.1% | -6.5% |
| 3M | -2.9% | +57.5% | -60.4% | -16.4% |
| 6M | -1.5% | +64.0% | -65.5% | -17.2% |
| YTD | +19.4% | +44.3% | -24.9% | +3.9% |
| 1Y | +22.9% | +10.9% | +12.1% | +16.0% |
| 3Y | +11.3% | +37.5% | -26.2% | -6.0% |
| All | -6.7% | -40.4% | +33.7% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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