+140.0%
SBUX vs DOC
+15.7%
+124.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -1.0% |
| 7D | +1.7% | +6.5% | -4.8% | -0.7% |
| 30D | +12.6% | +9.2% | +3.5% | +8.9% |
| 3M | +0.8% | -2.5% | +3.3% | +1.6% |
| 6M | +0.2% | +7.1% | -6.9% | -2.8% |
| YTD | +27.4% | +33.0% | -5.5% | +12.5% |
| 1Y | +31.5% | +23.3% | +8.2% | +19.6% |
| 3Y | +9.3% | +44.9% | -35.7% | -8.9% |
| 5Y | +1.5% | -21.6% | +23.1% | +7.7% |
| All | +140.0% | +15.7% | +124.3% | +120.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling