+18.5%
ONDS vs SBUX
+12.5%
+6.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.9% | -2.4% | -3.4% |
| 7D | -4.2% | -6.3% | +2.1% | -1.3% |
| 30D | -21.7% | -3.9% | -17.8% | -20.3% |
| 3M | -24.5% | +3.3% | -27.7% | -26.2% |
| 6M | -25.0% | +1.4% | -26.4% | -26.9% |
| YTD | -25.3% | +21.0% | -46.3% | -33.8% |
| 1Y | +33.8% | +22.4% | +11.4% | +16.9% |
| 3Y | +699.3% | +13.2% | +686.1% | +615.4% |
| 5Y | -5.2% | -5.2% | 0.0% | -6.2% |
| All | +18.5% | +12.5% | +6.1% | +8.7% |
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