+20.7%
XLK vs SBUX
+38.6%
-17.9%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.7% | -4.7% | -0.3% |
| 7D | -7.6% | +6.3% | -13.9% | -8.0% |
| 30D | -12.2% | +16.2% | -28.3% | -13.1% |
| 3M | -5.5% | +5.1% | -10.6% | -5.6% |
| 6M | +9.2% | +5.7% | +3.5% | +9.2% |
| YTD | +23.0% | +32.6% | -9.6% | +19.6% |
| 1Y | +20.7% | +41.3% | -20.6% | +16.4% |
| All | +20.7% | +38.6% | -17.9% | +16.4% |
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