-6.4%
SBUX vs ZS
-43.4%
+37.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.6% |
| 7D | -6.2% | -8.1% | +1.8% | -5.1% |
| 30D | -6.4% | -8.4% | +2.0% | -5.5% |
| 3M | +1.0% | +31.1% | -30.0% | -3.4% |
| 6M | -0.4% | +4.4% | -4.8% | -3.7% |
| YTD | +20.0% | -27.3% | +47.3% | +22.7% |
| 1Y | +22.8% | -41.4% | +64.1% | +29.9% |
| 3Y | +12.3% | +1.7% | +10.6% | +4.1% |
| 5Y | -6.4% | -39.6% | +33.2% | -15.4% |
| All | -6.4% | -43.4% | +37.0% | -15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling