+19,823.8%
SBUX vs ALL
+3,705.8%
+16,118.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | +0.2% | -2.6% | +2.7% | +1.1% |
| 30D | +19.1% | +12.7% | +6.4% | +13.7% |
| 3M | +3.6% | +0.4% | +3.2% | +3.2% |
| 6M | +5.1% | +23.8% | -18.7% | -3.9% |
| YTD | +32.9% | +27.8% | +5.1% | +19.4% |
| 1Y | +30.4% | +28.9% | +1.5% | +16.7% |
| 3Y | +13.0% | +113.9% | -100.9% | -18.9% |
| 5Y | +10.5% | +157.4% | -146.8% | -28.0% |
| 10Y | +152.8% | +369.0% | -216.2% | +28.3% |
| All | +19,823.8% | +3,705.8% | +16,118.1% | +4,467.6% |
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