+25.2%
VZ vs SBUX
+38.6%
-13.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.7% | -2.6% | +1.6% |
| 7D | +6.9% | +6.3% | +0.6% | +6.3% |
| 30D | +2.3% | +16.2% | -13.9% | +0.9% |
| 3M | 0.0% | +5.1% | -5.1% | -1.0% |
| 6M | +0.2% | +5.7% | -5.5% | -1.0% |
| YTD | +20.9% | +32.6% | -11.7% | +17.5% |
| 1Y | +25.2% | +41.3% | -16.1% | +18.7% |
| All | +25.2% | +38.6% | -13.3% | +18.7% |
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