+3,776.4%
SBUX vs A
+543.3%
+3,233.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | +1.6% | -0.5% | +2.0% | +1.7% |
| 30D | +14.8% | 0.0% | +14.8% | +14.8% |
| 3M | -0.8% | +16.7% | -17.5% | -5.3% |
| 6M | +2.2% | +54.8% | -52.6% | -10.5% |
| YTD | +29.5% | +28.8% | +0.6% | +18.8% |
| 1Y | +27.0% | +19.3% | +7.7% | +19.1% |
| 3Y | +10.9% | +65.5% | -54.6% | -6.7% |
| 5Y | +7.4% | +12.1% | -4.6% | -0.2% |
| 10Y | +146.3% | +305.4% | -159.1% | +61.3% |
| All | +3,776.4% | +543.3% | +3,233.1% | +1,853.7% |
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