+87.6%
SMH vs SBUX
+21.6%
+66.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.6% |
| 7D | +0.3% | -5.5% | +5.8% | +1.2% |
| 30D | -2.8% | -8.5% | +5.7% | -1.4% |
| 3M | -6.7% | -2.9% | -3.8% | -6.5% |
| 6M | +41.8% | -1.5% | +43.3% | +40.2% |
| YTD | +57.9% | +19.4% | +38.5% | +51.5% |
| 1Y | +87.6% | +22.9% | +64.7% | +76.3% |
| All | +87.6% | +21.6% | +66.1% | +76.3% |
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