+9.3%
SBUX vs AXON
+42.7%
-33.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -18.2% | +17.5% | +0.7% |
| 7D | +1.7% | -26.8% | +28.5% | +4.0% |
| 30D | +12.6% | -22.9% | +35.5% | +14.7% |
| 3M | +0.8% | -40.1% | +40.9% | +4.2% |
| 6M | +0.2% | -18.9% | +19.1% | +0.3% |
| YTD | +27.4% | -44.9% | +72.3% | +31.7% |
| 1Y | +31.5% | -46.7% | +78.2% | +36.2% |
| 3Y | +9.3% | +44.3% | -35.1% | +0.5% |
| All | +9.3% | +42.7% | -33.4% | +0.5% |
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