+13.9%
SBUX vs DOCN
+74.7%
-60.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -1.0% |
| 7D | +1.7% | -19.2% | +20.8% | +3.8% |
| 30D | +12.6% | -43.1% | +55.7% | +18.8% |
| 3M | +0.8% | -40.7% | +41.5% | +5.2% |
| 6M | +0.2% | -55.0% | +55.2% | +6.7% |
| YTD | +27.4% | +50.6% | -23.2% | +12.0% |
| 1Y | +31.5% | +54.0% | -22.5% | +15.0% |
| 3Y | +9.3% | +203.9% | -194.6% | -17.0% |
| 5Y | +1.5% | -29.4% | +30.9% | -18.9% |
| All | +13.9% | +74.7% | -60.7% | -8.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling