+58.5%
UBER vs SBUX
+7.2%
+51.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.2% |
| 7D | +0.5% | +1.0% | -0.5% | +0.1% |
| 30D | -3.1% | +16.6% | -19.7% | -9.2% |
| 3M | -8.3% | -0.6% | -7.7% | -8.2% |
| 6M | -9.5% | +1.8% | -11.3% | -10.5% |
| YTD | -15.4% | +29.7% | -45.1% | -25.3% |
| 1Y | -26.1% | +26.1% | -52.2% | -34.1% |
| 3Y | +34.0% | +10.3% | +23.7% | +25.4% |
| All | +58.5% | +7.2% | +51.3% | +37.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling