+209.9%
ON vs SBUX
+3,440.0%
-3,230.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.7% |
| 7D | +2.4% | -3.1% | +5.6% | +4.3% |
| 30D | -3.3% | -0.9% | -2.4% | -2.9% |
| 3M | -43.6% | +11.6% | -55.2% | -47.8% |
| 6M | +19.0% | +8.8% | +10.2% | +11.4% |
| YTD | +37.4% | +26.3% | +11.0% | +17.3% |
| 1Y | +54.8% | +23.1% | +31.6% | +33.6% |
| 3Y | -25.2% | +15.0% | -40.1% | -35.7% |
| 5Y | +62.7% | +0.4% | +62.4% | +52.4% |
| 10Y | +574.3% | +130.7% | +443.7% | +303.0% |
| All | +209.9% | +3,440.0% | -3,230.1% | -61.9% |
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