+206.8%
ON vs SBUX
+3,623.6%
-3,416.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.1% | +5.8% | +5.8% |
| 7D | +3.3% | +0.2% | +3.2% | +3.6% |
| 30D | -3.1% | +19.1% | -22.2% | -12.6% |
| 3M | -9.2% | +3.6% | -12.9% | -11.4% |
| 6M | -31.4% | +5.1% | -36.5% | -34.4% |
| YTD | +36.0% | +32.9% | +3.1% | +12.5% |
| 1Y | +52.0% | +30.4% | +21.6% | +27.1% |
| 3Y | +9.3% | +13.0% | -3.7% | -4.8% |
| 5Y | +26.5% | +10.5% | +16.0% | +12.1% |
| 10Y | +556.1% | +152.8% | +403.4% | +272.2% |
| All | +206.8% | +3,623.6% | -3,416.9% | -63.4% |
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