+145.4%
SBUX vs AXON
+1,027.4%
-882.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.6% | +0.2% | -2.0% |
| 7D | +1.0% | -19.7% | +20.8% | +4.3% |
| 30D | +16.6% | -25.7% | +42.3% | +21.7% |
| 3M | -0.6% | -48.8% | +48.2% | +9.8% |
| 6M | +1.8% | -22.0% | +23.8% | +3.2% |
| YTD | +29.7% | -45.9% | +75.6% | +38.5% |
| 1Y | +26.1% | -46.1% | +72.1% | +34.6% |
| 3Y | +10.3% | +40.9% | -30.7% | -7.2% |
| 5Y | +7.6% | +80.2% | -72.6% | -17.8% |
| All | +145.4% | +1,027.4% | -882.0% | +39.3% |
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