+42,678.7%
SBUX vs D
+1,667.0%
+41,011.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.1% |
| 7D | +1.7% | +3.0% | -1.3% | +0.5% |
| 30D | +12.6% | +11.5% | +1.2% | +7.8% |
| 3M | +0.8% | +3.7% | -2.9% | -0.7% |
| 6M | +0.2% | +13.5% | -13.4% | -5.2% |
| YTD | +27.4% | +20.7% | +6.7% | +17.2% |
| 1Y | +31.5% | +18.2% | +13.2% | +21.9% |
| 3Y | +9.3% | +73.3% | -64.0% | -15.0% |
| 5Y | +1.5% | +12.3% | -10.8% | -6.8% |
| 10Y | +147.9% | +43.4% | +104.5% | +98.0% |
| All | +42,678.7% | +1,667.0% | +41,011.7% | +16,588.7% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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