+96.2%
SMH vs SBUX
+22.9%
+73.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.3% | +3.9% | +2.8% |
| 7D | +2.5% | -3.1% | +5.6% | +3.0% |
| 30D | -0.5% | -0.9% | +0.4% | -0.4% |
| 3M | -9.6% | +11.6% | -21.3% | -11.9% |
| 6M | +42.1% | +8.8% | +33.3% | +38.3% |
| YTD | +57.4% | +26.3% | +31.1% | +50.4% |
| 1Y | +96.2% | +23.1% | +73.1% | +83.5% |
| All | +96.2% | +22.9% | +73.3% | +83.5% |
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