-6.4%
SBUX vs DINO
+319.5%
-325.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.8% |
| 7D | -6.2% | +1.5% | -7.7% | -6.5% |
| 30D | -6.4% | +25.9% | -32.4% | -9.6% |
| 3M | +1.0% | +53.2% | -52.1% | -5.3% |
| 6M | -0.4% | +105.5% | -105.9% | -11.2% |
| YTD | +20.0% | +139.2% | -119.3% | +3.9% |
| 1Y | +22.8% | +117.4% | -94.6% | +7.8% |
| 3Y | +12.3% | +99.3% | -87.0% | -4.7% |
| 5Y | -6.4% | +333.0% | -339.4% | -29.0% |
| All | -6.4% | +319.5% | -325.9% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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