+18.9%
SBUX vs DOCN
+91.6%
-72.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.3% |
| 7D | +4.9% | -12.1% | +17.1% | +6.2% |
| 30D | +21.2% | -41.0% | +62.2% | +27.5% |
| 3M | +5.7% | -38.7% | +44.4% | +9.9% |
| 6M | +6.0% | -51.5% | +57.5% | +12.1% |
| YTD | +32.9% | +65.3% | -32.3% | +15.7% |
| 1Y | +33.3% | +53.9% | -20.6% | +17.0% |
| 3Y | +13.0% | +215.6% | -202.5% | -14.3% |
| 5Y | +8.8% | -26.2% | +35.0% | -14.1% |
| All | +18.9% | +91.6% | -72.8% | -5.3% |
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