+10.9%
SBUX vs AXON
+44.5%
-33.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.9% | -0.4% |
| 7D | +1.6% | +0.8% | +0.8% | +1.5% |
| 30D | +14.8% | -22.8% | +37.6% | +16.9% |
| 3M | -0.8% | -48.8% | +48.0% | +3.7% |
| 6M | +2.2% | -16.3% | +18.5% | +2.1% |
| YTD | +29.5% | -44.5% | +73.9% | +33.6% |
| 1Y | +27.0% | -43.4% | +70.4% | +30.8% |
| 3Y | +10.9% | +44.3% | -33.3% | +1.2% |
| All | +10.9% | +44.5% | -33.6% | +1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling