+854.3%
EEM vs SBUX
+2,128.9%
-1,274.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.1% | +2.4% |
| 7D | +2.3% | -3.1% | +5.5% | +3.8% |
| 30D | +4.5% | -0.9% | +5.4% | +4.8% |
| 3M | -0.1% | +11.6% | -11.7% | -5.4% |
| 6M | +16.9% | +8.8% | +8.2% | +11.3% |
| YTD | +26.2% | +26.3% | -0.1% | +11.9% |
| 1Y | +40.5% | +23.1% | +17.4% | +25.1% |
| 3Y | +86.2% | +15.0% | +71.2% | +60.6% |
| 5Y | +45.5% | +0.4% | +45.1% | +30.1% |
| 10Y | +128.6% | +130.7% | -2.0% | +23.9% |
| All | +854.3% | +2,128.9% | -1,274.7% | +30.5% |
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