+128.3%
SBUX vs ARWR
+978.7%
-850.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.9% | +1.0% | -1.7% |
| 7D | -6.3% | -3.2% | -3.0% | -6.0% |
| 30D | -3.9% | -6.5% | +2.6% | -3.3% |
| 3M | +3.3% | +12.7% | -9.4% | +1.7% |
| 6M | +1.4% | +36.2% | -34.8% | -2.2% |
| YTD | +21.0% | +24.5% | -3.5% | +17.4% |
| 1Y | +22.4% | +198.0% | -175.6% | +8.2% |
| 3Y | +13.2% | +176.4% | -163.1% | -3.7% |
| 5Y | -5.2% | +26.6% | -31.7% | -16.0% |
| 10Y | +128.3% | +1,054.1% | -925.7% | +77.6% |
| All | +128.3% | +978.7% | -850.4% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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