+52.5%
SOXX vs SBUX
+38.6%
+13.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.7% | -7.8% | -3.6% |
| 7D | -13.7% | +6.3% | -20.0% | -14.3% |
| 30D | -23.6% | +16.2% | -39.8% | -25.0% |
| 3M | -16.9% | +5.1% | -22.0% | -17.0% |
| 6M | -2.4% | +5.7% | -8.1% | -2.5% |
| YTD | +49.8% | +32.6% | +17.2% | +40.5% |
| 1Y | +52.5% | +41.3% | +11.2% | +40.2% |
| All | +52.5% | +38.6% | +13.9% | +40.2% |
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 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