+317.7%
SOXL vs SBUX
+21.6%
+296.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.5% | +5.7% | +5.5% |
| 7D | +3.9% | -5.5% | +9.4% | +7.1% |
| 30D | -14.3% | -8.5% | -5.8% | -10.0% |
| 3M | -45.6% | -2.9% | -42.7% | -45.7% |
| 6M | +117.2% | -1.5% | +118.7% | +109.9% |
| YTD | +189.8% | +19.4% | +170.5% | +149.1% |
| 1Y | +317.7% | +22.9% | +294.8% | +236.6% |
| All | +317.7% | +21.6% | +296.2% | +236.6% |
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