+2,849.3%
SBUX vs AXON
+59,416.1%
-56,566.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +4.9% | -27.4% | +32.3% | +9.3% |
| 30D | +21.2% | -28.5% | +49.6% | +26.4% |
| 3M | +5.7% | -49.3% | +54.9% | +15.1% |
| 6M | +6.0% | -25.0% | +31.0% | +8.2% |
| YTD | +32.9% | -46.7% | +79.7% | +40.8% |
| 1Y | +33.3% | -48.3% | +81.5% | +41.7% |
| 3Y | +13.0% | +38.8% | -25.8% | +1.2% |
| 5Y | +8.8% | +77.7% | -68.9% | -7.9% |
| 10Y | +154.6% | +1,028.0% | -873.4% | +59.3% |
| All | +2,849.3% | +59,416.1% | -56,566.8% | +1,156.6% |
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