+2,702.3%
SBUX vs AXON
+101,343.3%
-98,641.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.2% | +2.9% | -0.7% |
| 7D | -3.1% | -14.2% | +11.0% | -1.2% |
| 30D | -0.9% | -15.4% | +14.5% | +0.9% |
| 3M | +11.6% | +0.5% | +11.1% | +10.3% |
| 6M | +8.8% | -9.5% | +18.3% | +8.3% |
| YTD | +26.3% | -9.2% | +35.5% | +25.0% |
| 1Y | +23.1% | -29.4% | +52.5% | +25.7% |
| 3Y | +15.0% | +139.4% | -124.5% | -4.1% |
| 5Y | +0.4% | +178.9% | -178.5% | -19.9% |
| 10Y | +130.7% | +1,840.8% | -1,710.1% | +34.1% |
| All | +2,702.3% | +101,343.3% | -98,641.0% | +1,015.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling