+50,186.6%
QCOM vs SBUX
+43,306.7%
+6,879.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.5% |
| 7D | +3.3% | -3.1% | +6.5% | +4.5% |
| 30D | +7.7% | -0.9% | +8.6% | +7.9% |
| 3M | -30.1% | +11.6% | -41.7% | -33.1% |
| 6M | +22.8% | +8.8% | +14.1% | +18.0% |
| YTD | +0.2% | +26.3% | -26.1% | -8.9% |
| 1Y | +7.9% | +23.1% | -15.3% | -1.3% |
| 3Y | +55.8% | +15.0% | +40.9% | +42.3% |
| 5Y | +30.1% | +0.4% | +29.7% | +24.1% |
| 10Y | +248.9% | +130.7% | +118.2% | +149.7% |
| All | +50,186.6% | +43,306.7% | +6,879.9% | +8,583.8% |
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