-10.5%
T vs SBUX
+21.8%
-32.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.2% | -1.6% |
| 7D | -3.1% | -6.3% | +3.2% | -2.7% |
| 30D | +4.6% | -3.9% | +8.4% | +4.8% |
| 3M | +12.2% | +3.3% | +8.9% | +12.2% |
| 6M | -6.5% | +1.4% | -7.9% | -6.4% |
| YTD | +4.9% | +21.0% | -16.1% | +2.2% |
| 1Y | -10.5% | +22.4% | -32.9% | -13.1% |
| All | -10.5% | +21.8% | -32.3% | -13.1% |
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