+3.0%
SBUX vs DOCN
-32.3%
+35.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -1.0% |
| 7D | +1.7% | -19.2% | +20.8% | +4.1% |
| 30D | +12.6% | -43.1% | +55.7% | +19.6% |
| 3M | +0.8% | -40.7% | +41.5% | +5.7% |
| 6M | +0.2% | -55.0% | +55.2% | +7.5% |
| YTD | +27.4% | +50.6% | -23.2% | +9.8% |
| 1Y | +31.5% | +54.0% | -22.5% | +12.6% |
| 3Y | +9.3% | +203.9% | -194.6% | -21.1% |
| All | +3.0% | -32.3% | +35.3% | -18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling