+153.3%
EWY vs SBUX
-4.5%
+157.8%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +1.0% |
| 7D | +6.7% | -6.3% | +12.9% | +8.6% |
| 30D | +17.0% | -3.9% | +20.8% | +18.2% |
| 3M | +3.7% | +3.3% | +0.4% | +2.3% |
| 6M | +42.5% | +1.4% | +41.1% | +40.9% |
| YTD | +96.2% | +21.0% | +75.3% | +84.3% |
| 1Y | +160.4% | +22.4% | +138.0% | +142.9% |
| 3Y | +231.7% | +13.2% | +218.5% | +210.0% |
| 5Y | +153.3% | -5.2% | +158.5% | +135.3% |
| All | +153.3% | -4.5% | +157.8% | +135.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling