+554.7%
AXTI vs SBUX
+4,441.2%
-3,886.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -2.4% | +15.2% | +13.7% |
| 7D | +24.0% | -3.9% | +27.9% | +25.6% |
| 30D | -21.5% | -2.8% | -18.6% | -20.7% |
| 3M | -23.4% | +8.2% | -31.6% | -26.5% |
| 6M | +114.9% | +4.3% | +110.6% | +107.9% |
| YTD | +325.4% | +23.3% | +302.1% | +287.0% |
| 1Y | +2,136.7% | +24.3% | +2,112.4% | +1,922.6% |
| 3Y | +2,835.0% | +15.5% | +2,819.6% | +2,546.6% |
| 5Y | +652.8% | -2.7% | +655.5% | +618.6% |
| 10Y | +1,513.9% | +128.8% | +1,385.1% | +1,055.4% |
| All | +554.7% | +4,441.2% | -3,886.5% | +57.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling