+18,841.1%
SBUX vs ALL
+3,667.9%
+15,173.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | +0.1% | -0.8% |
| 7D | -3.1% | 0.0% | -3.2% | -3.1% |
| 30D | -0.9% | -1.5% | +0.6% | -0.5% |
| 3M | +11.6% | +23.6% | -12.0% | +2.3% |
| 6M | +8.8% | +22.3% | -13.6% | -0.1% |
| YTD | +26.3% | +26.5% | -0.2% | +14.1% |
| 1Y | +23.1% | +27.0% | -3.9% | +10.7% |
| 3Y | +15.0% | +149.6% | -134.6% | -22.3% |
| 5Y | +0.4% | +118.1% | -117.7% | -30.1% |
| 10Y | +130.7% | +369.0% | -238.3% | +17.3% |
| All | +18,841.1% | +3,667.9% | +15,173.3% | +4,266.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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