+41.3%
SBUX vs AXON
-40.7%
+82.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.8% | +2.9% | +4.6% |
| 7D | +6.3% | +0.2% | +6.1% | +6.3% |
| 30D | +16.2% | +3.0% | +13.2% | +16.0% |
| 3M | +5.1% | -30.1% | +35.2% | +6.1% |
| 6M | +5.7% | +7.7% | -2.0% | +4.2% |
| YTD | +32.6% | -25.3% | +57.9% | +35.8% |
| 1Y | +41.3% | -39.9% | +81.3% | +46.0% |
| All | +41.3% | -40.7% | +82.0% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 1y: compounded portfolio wealth divided by compounded AXON 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…
1y analysis · Full analysis span regression · 6 months rolling