+49,194.2%
QCOM vs SBUX
+43,697.3%
+5,497.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +5.8% |
| 7D | +0.4% | +1.7% | -1.3% | -0.1% |
| 30D | -6.6% | +12.6% | -19.3% | -10.3% |
| 3M | +3.7% | +0.8% | +2.9% | +3.3% |
| 6M | -13.3% | +0.2% | -13.5% | -14.0% |
| YTD | -1.8% | +27.4% | -29.2% | -11.0% |
| 1Y | -2.5% | +31.5% | -34.0% | -12.8% |
| 3Y | +47.0% | +9.3% | +37.7% | +36.6% |
| 5Y | +13.1% | +1.5% | +11.6% | +7.6% |
| 10Y | +224.7% | +147.9% | +76.8% | +127.0% |
| All | +49,194.2% | +43,697.3% | +5,497.0% | +8,380.5% |
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 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