+40,166.6%
SBUX vs BKR
+668.1%
+39,498.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.7% | +5.8% | +0.7% |
| 7D | -6.2% | -6.7% | +0.4% | -4.8% |
| 30D | -6.4% | -8.3% | +1.9% | -4.7% |
| 3M | +1.0% | -5.4% | +6.4% | +2.0% |
| 6M | -0.4% | +0.8% | -1.2% | -1.4% |
| YTD | +20.0% | +31.8% | -11.9% | +11.6% |
| 1Y | +22.8% | +28.6% | -5.8% | +14.6% |
| 3Y | +12.3% | +71.2% | -58.9% | -3.1% |
| 5Y | -6.4% | +179.2% | -185.6% | -29.9% |
| 10Y | +126.5% | +124.0% | +2.5% | +63.1% |
| All | +40,166.6% | +668.1% | +39,498.5% | +20,046.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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