+42,678.7%
SBUX vs ALK
+854.6%
+41,824.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.9% |
| 7D | +1.7% | +9.0% | -7.4% | -0.8% |
| 30D | +12.6% | -1.6% | +14.3% | +12.8% |
| 3M | +0.8% | -23.2% | +24.0% | +7.6% |
| 6M | +0.2% | -3.9% | +4.1% | -0.6% |
| YTD | +27.4% | -22.6% | +50.0% | +32.3% |
| 1Y | +31.5% | -5.3% | +36.8% | +28.8% |
| 3Y | +9.3% | +18.6% | -9.3% | -3.5% |
| 5Y | +1.5% | -34.4% | +35.9% | +3.5% |
| 10Y | +147.9% | -40.8% | +188.7% | +135.1% |
| All | +42,678.7% | +854.6% | +41,824.1% | +14,659.8% |
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