+4,681.2%
DELL vs SBUX
+132.4%
+4,548.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +2.0% |
| 7D | +14.9% | -3.1% | +18.0% | +16.5% |
| 30D | +13.3% | -0.9% | +14.2% | +13.7% |
| 3M | +24.4% | +11.6% | +12.8% | +18.1% |
| 6M | +258.0% | +8.8% | +249.2% | +240.3% |
| YTD | +320.2% | +26.3% | +293.9% | +272.3% |
| 1Y | +319.1% | +23.1% | +295.9% | +272.0% |
| 3Y | +706.5% | +15.0% | +691.6% | +616.7% |
| 5Y | +1,071.9% | +0.4% | +1,071.5% | +989.4% |
| 10Y | +4,683.5% | +130.7% | +4,552.8% | +2,890.5% |
| All | +4,681.2% | +132.4% | +4,548.9% | +2,880.9% |
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