+43.4%
SMH vs SBUX
+38.6%
+4.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.7% | -7.5% | -3.2% |
| 7D | -11.2% | +6.3% | -17.5% | -11.7% |
| 30D | -20.4% | +16.2% | -36.6% | -21.7% |
| 3M | -12.4% | +5.1% | -17.5% | -12.5% |
| 6M | -0.5% | +5.7% | -6.2% | -0.6% |
| YTD | +40.0% | +32.6% | +7.4% | +33.8% |
| 1Y | +43.4% | +41.3% | +2.1% | +35.7% |
| All | +43.4% | +38.6% | +4.8% | +35.7% |
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