+139.6%
SBUX vs ALLE
+224.6%
-85.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.3% |
| 7D | +1.7% | -0.6% | +2.2% | +2.0% |
| 30D | +12.6% | +25.3% | -12.7% | +1.4% |
| 3M | +0.8% | +10.3% | -9.5% | -3.9% |
| 6M | +0.2% | +38.0% | -37.9% | -14.6% |
| YTD | +27.4% | +17.8% | +9.7% | +16.1% |
| 1Y | +31.5% | +13.6% | +17.9% | +21.8% |
| 3Y | +9.3% | +89.2% | -79.9% | -23.5% |
| 5Y | +1.5% | +51.1% | -49.6% | -21.9% |
| All | +139.6% | +224.6% | -85.1% | +38.6% |
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