+23.1%
SBUX vs DBX
+20.4%
+2.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.2% | -1.0% |
| 7D | -3.1% | -2.4% | -0.7% | -2.9% |
| 30D | -0.9% | -0.5% | -0.4% | -0.9% |
| 3M | +11.6% | +28.1% | -16.4% | +8.4% |
| 6M | +8.8% | +33.1% | -24.3% | +4.4% |
| YTD | +26.3% | +25.3% | +1.0% | +22.4% |
| 1Y | +23.1% | +18.3% | +4.8% | +19.8% |
| All | +23.1% | +20.4% | +2.7% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 1y: compounded portfolio wealth divided by compounded DBX 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…
1y analysis · Full analysis span regression · 6 months rolling