+7.3%
SBUX vs DBX
+24.0%
-16.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | +1.6% | -3.3% | +4.8% | +2.3% |
| 30D | +14.8% | -5.9% | +20.7% | +16.4% |
| 3M | -0.8% | -6.7% | +5.9% | +0.5% |
| 6M | +2.2% | +28.0% | -25.7% | -5.7% |
| YTD | +29.5% | +20.6% | +8.8% | +20.5% |
| 1Y | +27.0% | +10.3% | +16.7% | +21.4% |
| 3Y | +10.9% | +24.0% | -13.1% | -3.6% |
| All | +7.3% | +24.0% | -16.7% | -13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling