+18,803.6%
SBUX vs DAR
+1,373.4%
+17,430.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.6% |
| 7D | +4.9% | -3.8% | +8.8% | +5.2% |
| 30D | +21.2% | -14.4% | +35.6% | +22.4% |
| 3M | +5.7% | -17.9% | +23.6% | +7.0% |
| 6M | +6.0% | -18.3% | +24.3% | +7.2% |
| YTD | +32.9% | +43.2% | -10.3% | +29.1% |
| 1Y | +33.3% | +57.7% | -24.4% | +28.5% |
| 3Y | +13.0% | +22.7% | -9.7% | +10.1% |
| 5Y | +8.8% | -34.0% | +42.9% | +9.7% |
| 10Y | +154.6% | +279.5% | -124.9% | +129.8% |
| All | +18,803.6% | +1,373.4% | +17,430.1% | +17,320.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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