+303.5%
EWY vs SBUX
+127.2%
+176.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.7% | +3.4% |
| 7D | -0.1% | -5.5% | +5.4% | +2.0% |
| 30D | +7.3% | -8.5% | +15.8% | +10.8% |
| 3M | -5.1% | -2.9% | -2.2% | -4.5% |
| 6M | +42.1% | -1.5% | +43.6% | +41.7% |
| YTD | +94.1% | +19.4% | +74.7% | +79.6% |
| 1Y | +147.8% | +22.9% | +124.9% | +125.6% |
| 3Y | +222.9% | +11.3% | +211.6% | +192.6% |
| 5Y | +150.6% | -6.9% | +157.5% | +141.2% |
| All | +303.5% | +127.2% | +176.3% | +149.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling