+42,297.2%
SBUX vs ALK
+930.5%
+41,366.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.7% |
| 7D | -3.1% | -0.7% | -2.5% | -3.0% |
| 30D | -0.9% | -19.2% | +18.4% | +4.8% |
| 3M | +11.6% | -1.5% | +13.1% | +11.0% |
| 6M | +8.8% | -13.1% | +21.8% | +10.4% |
| YTD | +26.3% | -16.4% | +42.7% | +28.9% |
| 1Y | +23.1% | -33.1% | +56.2% | +32.7% |
| 3Y | +15.0% | +0.6% | +14.3% | +6.6% |
| 5Y | +0.4% | -26.4% | +26.7% | -0.7% |
| 10Y | +130.7% | -34.2% | +164.8% | +113.2% |
| All | +42,297.2% | +930.5% | +41,366.7% | +14,282.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling