+113.9%
SOXX vs SBUX
+22.9%
+91.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.3% | +4.8% | +3.8% |
| 7D | +2.2% | -3.1% | +5.3% | +2.8% |
| 30D | -2.0% | -0.9% | -1.2% | -1.9% |
| 3M | -13.7% | +11.6% | -25.3% | -16.2% |
| 6M | +52.4% | +8.8% | +43.6% | +47.8% |
| YTD | +72.8% | +26.3% | +46.5% | +63.2% |
| 1Y | +113.9% | +23.1% | +90.8% | +96.8% |
| All | +113.9% | +22.9% | +91.0% | +96.8% |
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