+76.9%
TSLA vs SBUX
+14.9%
+62.0%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.3% |
| 7D | -4.7% | +4.9% | -9.6% | -6.2% |
| 30D | -0.8% | +21.2% | -21.9% | -6.9% |
| 3M | +14.8% | +5.7% | +9.1% | +12.5% |
| 6M | -11.3% | +6.0% | -17.3% | -13.5% |
| YTD | -15.6% | +32.9% | -48.5% | -25.0% |
| 1Y | -14.7% | +33.3% | -48.0% | -24.5% |
| 3Y | +76.9% | +13.0% | +63.9% | +65.3% |
| All | +76.9% | +14.9% | +62.0% | +65.3% |
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