+152.5%
QQQM vs SBUX
+26.4%
+126.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.7% | +0.4% |
| 7D | +1.0% | -6.3% | +7.3% | +3.2% |
| 30D | -0.6% | -3.9% | +3.2% | +0.6% |
| 3M | +1.3% | +3.3% | -2.0% | -0.2% |
| 6M | +18.2% | +1.4% | +16.7% | +16.7% |
| YTD | +16.9% | +21.0% | -4.0% | +8.1% |
| 1Y | +24.0% | +22.4% | +1.6% | +13.6% |
| 3Y | +96.0% | +13.2% | +82.8% | +79.3% |
| 5Y | +95.2% | -5.2% | +100.4% | +82.5% |
| All | +152.5% | +26.4% | +126.1% | +107.1% |
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