+117.5%
XLK vs SBUX
+11.9%
+105.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.2% |
| 7D | -0.4% | -6.2% | +5.8% | +1.1% |
| 30D | -0.5% | -6.4% | +6.0% | +1.0% |
| 3M | +5.0% | +1.0% | +3.9% | +4.5% |
| 6M | +32.9% | -0.4% | +33.2% | +32.2% |
| YTD | +29.0% | +20.0% | +9.0% | +22.4% |
| 1Y | +37.8% | +22.8% | +15.1% | +29.5% |
| All | +117.5% | +11.9% | +105.7% | +112.7% |
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 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