+1,207.9%
SBUX vs DG
+606.1%
+601.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.6% |
| 7D | -3.1% | +8.4% | -11.5% | -4.8% |
| 30D | -0.9% | +4.9% | -5.8% | -2.0% |
| 3M | +11.6% | +29.3% | -17.7% | +5.3% |
| 6M | +8.8% | -11.3% | +20.1% | +10.9% |
| YTD | +26.3% | +1.8% | +24.6% | +24.9% |
| 1Y | +23.1% | +25.3% | -2.2% | +15.7% |
| 3Y | +15.0% | +9.1% | +5.9% | +6.7% |
| 5Y | +0.4% | -34.9% | +35.2% | +5.7% |
| 10Y | +130.7% | +108.2% | +22.5% | +70.7% |
| All | +1,207.9% | +606.1% | +601.8% | +510.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling