+10.0%
SBUX vs DOCN
+182.8%
-172.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -15.9% | +12.6% | -2.1% |
| 7D | +0.6% | -29.3% | +29.9% | +3.0% |
| 30D | +10.5% | -46.0% | +56.5% | +15.0% |
| 3M | +0.7% | -43.2% | +43.9% | +4.0% |
| 6M | +2.3% | -53.7% | +56.1% | +6.6% |
| YTD | +28.4% | +46.9% | -18.6% | +12.1% |
| 1Y | +31.4% | +54.3% | -23.0% | +13.5% |
| All | +10.0% | +182.8% | -172.8% | -12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling