+41.3%
SBUX vs DOCN
+110.0%
-68.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -7.2% | +11.9% | +4.7% |
| 7D | +6.3% | -20.0% | +26.3% | +6.2% |
| 30D | +16.2% | -38.8% | +54.9% | +16.2% |
| 3M | +5.1% | -34.8% | +39.9% | +5.1% |
| 6M | +5.7% | -22.8% | +28.5% | +4.1% |
| YTD | +32.6% | +74.6% | -42.0% | +20.5% |
| 1Y | +41.3% | +116.4% | -75.1% | +22.8% |
| All | +41.3% | +110.0% | -68.7% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 1y: compounded portfolio wealth divided by compounded DOCN 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…
1y analysis · Full analysis span regression · 6 months rolling