+12.8%
SBUX vs ZS
+2.4%
+10.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -2.2% |
| 7D | -6.3% | -3.8% | -2.4% | -5.9% |
| 30D | -3.9% | -6.0% | +2.1% | -3.5% |
| 3M | +3.3% | +32.0% | -28.7% | +0.3% |
| 6M | +1.4% | +2.1% | -0.7% | -0.5% |
| YTD | +21.0% | -26.2% | +47.1% | +24.3% |
| 1Y | +22.4% | -41.2% | +63.6% | +30.1% |
| All | +12.8% | +2.4% | +10.4% | +0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling