+357.4%
SOXL vs SBUX
+22.9%
+334.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.3% | +11.2% | +10.6% |
| 7D | +5.3% | -3.1% | +8.5% | +7.2% |
| 30D | -11.2% | -0.9% | -10.3% | -10.7% |
| 3M | -55.4% | +11.6% | -67.0% | -59.6% |
| 6M | +107.1% | +8.8% | +98.3% | +88.9% |
| YTD | +179.0% | +26.3% | +152.7% | +135.4% |
| 1Y | +357.4% | +23.1% | +334.2% | +258.6% |
| All | +357.4% | +22.9% | +334.5% | +258.6% |
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 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