-91.6%
SOXS vs SBUX
+38.6%
-130.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +4.7% | +4.1% | +10.3% |
| 7D | +46.7% | +6.3% | +40.4% | +49.5% |
| 30D | +97.0% | +16.2% | +80.8% | +107.2% |
| 3M | +39.5% | +5.1% | +34.4% | +39.1% |
| 6M | -54.9% | +5.7% | -60.7% | -55.7% |
| YTD | -90.4% | +32.6% | -123.0% | -88.1% |
| 1Y | -91.6% | +41.3% | -133.0% | -89.0% |
| All | -91.6% | +38.6% | -130.2% | -89.0% |
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