+18.8%
SBUX vs DOCN
+110.0%
-91.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +9.6% | -9.6% | -1.1% |
| 7D | +0.2% | +3.7% | -3.6% | -0.4% |
| 30D | +19.1% | -33.7% | +52.8% | +23.6% |
| 3M | +3.6% | -27.9% | +31.5% | +5.9% |
| 6M | +5.1% | -46.4% | +51.6% | +10.0% |
| YTD | +32.9% | +81.1% | -48.2% | +14.4% |
| 1Y | +30.4% | +74.3% | -43.9% | +12.8% |
| 3Y | +13.0% | +245.8% | -232.9% | -15.2% |
| 5Y | +10.5% | -23.7% | +34.3% | -13.8% |
| All | +18.8% | +110.0% | -91.2% | -6.3% |
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