+2,258.4%
GE vs SBUX
+45,371.7%
-43,113.3%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.8% | 0.0% | +2.7% |
| 7D | +6.3% | +4.8% | +1.4% | +4.9% |
| 30D | +8.9% | +20.6% | -11.7% | +3.4% |
| 3M | -9.2% | +4.3% | -13.4% | -10.3% |
| 6M | +13.2% | +5.5% | +7.7% | +11.2% |
| YTD | +9.4% | +32.3% | -22.9% | +0.5% |
| 1Y | +9.8% | +31.2% | -21.4% | +0.9% |
| 3Y | +278.2% | +14.8% | +263.4% | +250.8% |
| 5Y | +396.0% | +8.0% | +388.1% | +363.1% |
| 10Y | +162.4% | +148.7% | +13.6% | +96.0% |
| All | +2,258.4% | +45,371.7% | -43,113.3% | +678.3% |
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 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