+7.0%
WMT vs SBUX
+22.9%
-15.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.0% |
| 7D | +3.9% | -3.1% | +7.1% | +4.4% |
| 30D | -4.4% | -0.9% | -3.5% | -4.3% |
| 3M | -8.8% | +11.6% | -20.4% | -9.9% |
| 6M | -15.6% | +8.8% | -24.4% | -16.3% |
| YTD | -3.2% | +26.3% | -29.5% | -5.0% |
| 1Y | +7.0% | +23.1% | -16.1% | +4.2% |
| All | +7.0% | +22.9% | -15.9% | +4.2% |
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