+15.4%
SOFI vs SBUX
-7.3%
+22.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.9% |
| 7D | -4.9% | -5.5% | +0.5% | -1.5% |
| 30D | -3.5% | -8.5% | +5.0% | +2.0% |
| 3M | +3.9% | -2.9% | +6.8% | +5.3% |
| 6M | -6.5% | -1.5% | -5.0% | -7.9% |
| YTD | -33.8% | +19.4% | -53.2% | -43.3% |
| 1Y | -33.3% | +22.9% | -56.2% | -44.6% |
| 3Y | +94.6% | +11.3% | +83.3% | +68.4% |
| All | +15.4% | -7.3% | +22.7% | -4.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling