+57.7%
VZ vs SBUX
+14.9%
+42.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | +0.1% | +0.5% |
| 7D | +2.4% | +4.9% | -2.6% | +2.0% |
| 30D | +11.2% | +21.2% | -10.0% | +9.7% |
| 3M | 0.0% | +5.7% | -5.7% | -0.5% |
| 6M | +1.3% | +6.0% | -4.7% | +0.7% |
| YTD | +21.3% | +32.9% | -11.7% | +18.8% |
| 1Y | +23.9% | +33.3% | -9.3% | +21.4% |
| 3Y | +57.7% | +13.0% | +44.7% | +49.0% |
| All | +57.7% | +14.9% | +42.8% | +49.0% |
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