+148.7%
SBUX vs ALK
-37.5%
+186.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +7.1% | -3.3% | +1.8% |
| 7D | +4.8% | +8.9% | -4.1% | +2.3% |
| 30D | +20.6% | +5.9% | +14.6% | +18.3% |
| 3M | +4.3% | -16.5% | +20.8% | +9.0% |
| 6M | +5.5% | +2.1% | +3.4% | +2.8% |
| YTD | +32.3% | -17.1% | +49.4% | +35.0% |
| 1Y | +31.2% | -2.9% | +34.0% | +27.2% |
| 3Y | +14.8% | +24.5% | -9.7% | -2.0% |
| 5Y | +8.0% | -29.1% | +37.1% | +6.8% |
| 10Y | +148.7% | -39.1% | +187.9% | +126.2% |
| All | +148.7% | -37.5% | +186.2% | +126.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling