+23.1%
SBUX vs DG
+23.4%
-0.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.5% |
| 7D | -3.1% | +8.4% | -11.5% | -4.4% |
| 30D | -0.9% | +4.9% | -5.8% | -1.7% |
| 3M | +11.6% | +29.3% | -17.7% | +7.1% |
| 6M | +8.8% | -11.3% | +20.1% | +9.9% |
| YTD | +26.3% | +1.8% | +24.6% | +25.1% |
| 1Y | +23.1% | +25.3% | -2.2% | +15.7% |
| All | +23.1% | +23.4% | -0.3% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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