+3,878.6%
SBUX vs A
+554.3%
+3,324.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.5% | +0.1% |
| 7D | +0.2% | -0.1% | +0.3% | +0.2% |
| 30D | +19.1% | +3.3% | +15.8% | +18.0% |
| 3M | +3.6% | +18.5% | -14.9% | -1.5% |
| 6M | +5.1% | +59.3% | -54.2% | -8.7% |
| YTD | +32.9% | +31.0% | +1.8% | +21.3% |
| 1Y | +30.4% | +19.3% | +11.1% | +22.2% |
| 3Y | +13.0% | +66.8% | -53.9% | -5.2% |
| 5Y | +10.5% | +15.5% | -5.0% | +1.8% |
| 10Y | +152.8% | +312.3% | -159.6% | +64.7% |
| All | +3,878.6% | +554.3% | +3,324.2% | +1,895.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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