+123.8%
STX vs SBUX
+38.6%
+85.2%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.7% | -12.8% | -9.5% |
| 7D | -20.2% | +6.3% | -26.5% | -21.7% |
| 30D | -37.2% | +16.2% | -53.4% | -40.5% |
| 3M | -34.1% | +5.1% | -39.2% | -34.6% |
| 6M | -24.5% | +5.7% | -30.2% | -25.8% |
| YTD | +102.9% | +32.6% | +70.3% | +69.1% |
| 1Y | +123.8% | +41.3% | +82.5% | +79.8% |
| All | +123.8% | +38.6% | +85.2% | +79.8% |
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