-5.2%
SBUX vs DG
-39.5%
+34.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.6% | -1.6% |
| 7D | -6.3% | -4.8% | -1.4% | -5.6% |
| 30D | -3.9% | +1.8% | -5.6% | -4.1% |
| 3M | +3.3% | +14.5% | -11.2% | +1.4% |
| 6M | +1.4% | -13.6% | +15.0% | +3.0% |
| YTD | +21.0% | -4.8% | +25.8% | +21.2% |
| 1Y | +22.4% | +21.6% | +0.8% | +18.7% |
| 3Y | +13.2% | +4.5% | +8.8% | +9.3% |
| 5Y | -5.2% | -38.5% | +33.3% | +3.9% |
| All | -5.2% | -39.5% | +34.3% | +3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling