+124.0%
SHOP vs SBUX
+18.0%
+106.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.7% | +0.1% |
| 7D | -5.1% | -3.1% | -2.0% | -3.6% |
| 30D | +0.6% | -0.9% | +1.5% | +0.8% |
| 3M | +25.0% | +11.6% | +13.4% | +18.4% |
| 6M | +11.9% | +8.8% | +3.1% | +6.5% |
| YTD | -9.9% | +26.3% | -36.2% | -20.9% |
| 1Y | 0.0% | +23.1% | -23.2% | -11.5% |
| All | +124.0% | +18.0% | +106.0% | +104.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling