+23.1%
SBUX vs ZS
-37.1%
+60.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.5% | +3.2% | -1.3% |
| 7D | -3.1% | -7.8% | +4.7% | -3.2% |
| 30D | -0.9% | +5.0% | -5.9% | -0.8% |
| 3M | +11.6% | +25.5% | -13.9% | +11.9% |
| 6M | +8.8% | +8.7% | +0.1% | +8.9% |
| YTD | +26.3% | -24.5% | +50.8% | +25.1% |
| 1Y | +23.1% | -36.7% | +59.8% | +22.5% |
| All | +23.1% | -37.1% | +60.2% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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