+9.3%
SBUX vs DOCN
+189.9%
-180.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -0.9% |
| 7D | +1.7% | -19.2% | +20.8% | +3.1% |
| 30D | +12.6% | -43.1% | +55.7% | +16.8% |
| 3M | +0.8% | -40.7% | +41.5% | +3.7% |
| 6M | +0.2% | -55.0% | +55.2% | +4.8% |
| YTD | +27.4% | +50.6% | -23.2% | +11.1% |
| 1Y | +31.5% | +54.0% | -22.5% | +13.9% |
| 3Y | +9.3% | +203.9% | -194.6% | -13.7% |
| All | +9.3% | +189.9% | -180.7% | -13.7% |
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