+32.9%
XLV vs SBUX
+38.6%
-5.7%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.7% | -1.6% | +2.2% |
| 7D | +5.5% | +6.3% | -0.8% | +4.4% |
| 30D | +13.3% | +16.2% | -2.9% | +10.4% |
| 3M | +17.4% | +5.1% | +12.3% | +16.2% |
| 6M | +32.1% | +5.7% | +26.4% | +30.5% |
| YTD | +24.0% | +32.6% | -8.6% | +17.2% |
| 1Y | +32.9% | +41.3% | -8.4% | +22.8% |
| All | +32.9% | +38.6% | -5.7% | +22.8% |
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