+449.8%
SOXL vs SBUX
+11.9%
+438.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.8% | -7.2% | -7.2% |
| 7D | +8.5% | -6.2% | +14.7% | +15.4% |
| 30D | -13.0% | -6.4% | -6.5% | -7.3% |
| 3M | -35.9% | +1.0% | -37.0% | -38.2% |
| 6M | +112.1% | -0.4% | +112.4% | +105.5% |
| YTD | +175.4% | +20.0% | +155.5% | +117.7% |
| 1Y | +304.9% | +22.8% | +282.1% | +207.4% |
| All | +449.8% | +11.9% | +438.0% | +462.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling