+47.6%
SOFI vs SBUX
+8.0%
+39.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | +0.2% |
| 7D | +5.6% | -3.9% | +9.5% | +8.1% |
| 30D | -2.0% | -2.8% | +0.8% | -0.5% |
| 3M | +9.2% | +8.2% | +1.0% | +3.6% |
| 6M | -4.7% | +4.3% | -9.0% | -9.1% |
| YTD | -31.2% | +23.3% | -54.5% | -41.4% |
| 1Y | -30.6% | +24.3% | -54.9% | -41.6% |
| 3Y | +110.6% | +15.5% | +95.2% | +81.6% |
| 5Y | +16.4% | -2.7% | +19.1% | -13.5% |
| All | +47.6% | +8.0% | +39.7% | +15.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling