-4.9%
SHOP vs SBUX
+38.6%
-43.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.7% | +2.6% | +5.7% |
| 7D | -9.0% | +6.3% | -15.3% | -10.8% |
| 30D | -4.4% | +16.2% | -20.6% | -9.0% |
| 3M | +24.1% | +5.1% | +19.0% | +22.1% |
| 6M | +20.0% | +5.7% | +14.3% | +18.0% |
| YTD | -4.9% | +32.6% | -37.6% | -14.8% |
| 1Y | -4.9% | +41.3% | -46.2% | -17.3% |
| All | -4.9% | +38.6% | -43.5% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 SBUX 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