+213.5%
TER vs SBUX
+22.4%
+191.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.4% | +6.6% | +4.4% |
| 7D | +11.0% | -3.9% | +14.9% | +11.4% |
| 30D | -1.9% | -2.8% | +1.0% | -1.5% |
| 3M | -0.7% | +8.2% | -8.9% | -1.9% |
| 6M | +36.4% | +4.3% | +32.1% | +35.0% |
| YTD | +92.4% | +23.3% | +69.1% | +79.7% |
| 1Y | +213.5% | +24.3% | +189.2% | +183.2% |
| All | +213.5% | +22.4% | +191.2% | +183.2% |
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