+17.9%
ONDS vs SBUX
+11.6%
+6.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.2% |
| 7D | -5.0% | -6.2% | +1.3% | -2.1% |
| 30D | -25.6% | -6.4% | -19.1% | -23.3% |
| 3M | -22.1% | +1.0% | -23.2% | -23.1% |
| 6M | -27.6% | -0.4% | -27.2% | -28.8% |
| YTD | -25.7% | +20.0% | -45.7% | -33.9% |
| 1Y | +30.4% | +22.8% | +7.6% | +13.8% |
| 3Y | +695.0% | +12.3% | +682.7% | +614.2% |
| 5Y | -2.2% | -6.4% | +4.2% | -2.6% |
| All | +17.9% | +11.6% | +6.3% | +8.5% |
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