+152.8%
SBUX vs ALLE
+212.2%
-59.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.4% |
| 7D | +0.2% | -0.8% | +1.0% | +0.6% |
| 30D | +19.1% | +27.4% | -8.3% | +6.4% |
| 3M | +3.6% | +13.8% | -10.2% | -2.7% |
| 6M | +5.1% | +45.5% | -40.4% | -12.5% |
| YTD | +32.9% | +21.4% | +11.5% | +19.3% |
| 1Y | +30.4% | +15.4% | +15.0% | +20.0% |
| 3Y | +13.0% | +91.7% | -78.7% | -21.4% |
| 5Y | +10.5% | +54.5% | -44.0% | -15.9% |
| 10Y | +152.8% | +210.5% | -57.8% | +42.9% |
| All | +152.8% | +212.2% | -59.4% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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