+0.5%
SHOP vs SBUX
+25.8%
-25.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | -1.2% | +1.0% | -2.2% | -1.6% |
| 30D | -14.7% | +14.1% | -28.9% | -18.4% |
| 3M | -7.2% | -1.4% | -5.8% | -6.6% |
| 6M | +54.2% | +1.6% | +52.6% | +54.0% |
| YTD | -8.6% | +28.7% | -37.3% | -18.6% |
| 1Y | +0.5% | +26.3% | -25.8% | -9.9% |
| All | +0.5% | +25.8% | -25.3% | -9.9% |
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