+52.6%
XOM vs SBUX
+38.6%
+14.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +4.7% | -9.3% | -4.3% |
| 7D | -7.0% | +6.3% | -13.3% | -6.6% |
| 30D | +3.2% | +16.2% | -13.0% | +4.0% |
| 3M | +10.7% | +5.1% | +5.5% | +11.2% |
| 6M | +11.6% | +5.7% | +5.9% | +12.4% |
| YTD | +43.5% | +32.6% | +10.8% | +43.7% |
| 1Y | +52.6% | +41.3% | +11.3% | +51.8% |
| All | +52.6% | +38.6% | +14.0% | +51.8% |
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