-6.7%
SBUX vs DKS
+14.7%
-21.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -1.0% |
| 7D | -5.5% | -2.0% | -3.4% | -5.1% |
| 30D | -8.5% | -32.7% | +24.3% | -1.3% |
| 3M | -2.9% | -38.8% | +35.9% | +6.8% |
| 6M | -1.5% | -29.4% | +27.9% | +4.1% |
| YTD | +19.4% | -30.3% | +49.7% | +26.5% |
| 1Y | +22.9% | -39.6% | +62.5% | +34.3% |
| 3Y | +11.3% | +32.2% | -20.9% | -1.5% |
| All | -6.7% | +14.7% | -21.5% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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