+123.9%
SBUX vs DE
+863.9%
-740.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -5.5% | -2.6% | -2.9% | -4.6% |
| 30D | -8.5% | +9.0% | -17.5% | -11.4% |
| 3M | -2.9% | +19.1% | -22.0% | -9.4% |
| 6M | -1.5% | +14.4% | -15.9% | -7.2% |
| YTD | +19.4% | +45.9% | -26.6% | +2.1% |
| 1Y | +22.9% | +43.6% | -20.7% | +5.6% |
| 3Y | +11.3% | +75.9% | -64.6% | -12.6% |
| 5Y | -6.9% | +98.8% | -105.6% | -32.5% |
| All | +123.9% | +863.9% | -740.0% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 10y: compounded portfolio wealth divided by compounded DE 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…
10y analysis · Full analysis span regression · 6 months rolling