+148.7%
SBUX vs AXON
+1,278.1%
-1,129.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.1% | +7.0% | +4.3% |
| 7D | +4.8% | -28.7% | +33.6% | +10.2% |
| 30D | +20.6% | -28.3% | +48.9% | +26.6% |
| 3M | +4.3% | -46.9% | +51.2% | +14.2% |
| 6M | +5.5% | -24.9% | +30.4% | +7.7% |
| YTD | +32.3% | -46.6% | +78.9% | +41.5% |
| 1Y | +31.2% | -49.7% | +80.8% | +41.6% |
| 3Y | +14.8% | +40.6% | -25.7% | -3.0% |
| 5Y | +8.0% | +71.9% | -63.9% | -16.4% |
| 10Y | +148.7% | +1,180.9% | -1,032.1% | +45.4% |
| All | +148.7% | +1,278.1% | -1,129.3% | +45.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling