+8.0%
SBUX vs ARWR
-40.7%
+48.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -15.3% | +19.2% | +5.5% |
| 7D | +4.8% | -17.3% | +22.2% | +6.9% |
| 30D | +20.6% | -21.5% | +42.1% | +23.6% |
| 3M | +4.3% | -43.8% | +48.1% | +10.8% |
| 6M | +5.5% | -32.3% | +37.8% | +9.0% |
| YTD | +32.3% | -25.8% | +58.2% | +34.5% |
| 1Y | +31.2% | +25.5% | +5.6% | +23.7% |
| 3Y | +14.8% | +84.1% | -69.3% | -4.7% |
| 5Y | +8.0% | -39.2% | +47.2% | -1.5% |
| All | +8.0% | -40.7% | +48.6% | -1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling