+3,682.3%
SBUX vs A
+457.0%
+3,225.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.4% |
| 7D | -3.1% | -1.9% | -1.2% | -2.6% |
| 30D | -0.9% | +6.9% | -7.8% | -2.8% |
| 3M | +11.6% | +9.2% | +2.4% | +8.5% |
| 6M | +8.8% | +25.7% | -16.9% | +0.9% |
| YTD | +26.3% | +11.5% | +14.8% | +20.9% |
| 1Y | +23.1% | +18.4% | +4.8% | +15.6% |
| 3Y | +15.0% | +26.6% | -11.7% | +4.2% |
| 5Y | +0.4% | -12.8% | +13.2% | -0.1% |
| 10Y | +130.7% | +247.2% | -116.5% | +57.8% |
| All | +3,682.3% | +457.0% | +3,225.3% | +1,888.4% |
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