+48.2%
TSLA vs SBUX
+15.5%
+32.7%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.4% | +6.3% | +4.8% |
| 7D | +3.4% | -3.9% | +7.3% | +4.8% |
| 30D | +12.0% | -2.8% | +14.9% | +13.0% |
| 3M | -10.0% | +8.2% | -18.2% | -13.0% |
| 6M | -7.2% | +4.3% | -11.5% | -9.5% |
| YTD | -18.1% | +23.3% | -41.5% | -25.6% |
| 1Y | +6.3% | +24.3% | -18.0% | -4.6% |
| 3Y | +48.2% | +15.5% | +32.7% | +40.5% |
| All | +48.2% | +15.5% | +32.7% | +40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling