+12.9%
SBUX vs DOCN
+171.0%
-158.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.1% | -1.6% |
| 7D | -3.1% | +1.1% | -4.3% | -3.3% |
| 30D | -0.9% | -9.6% | +8.8% | 0.0% |
| 3M | +11.6% | -37.7% | +49.3% | +16.8% |
| 6M | +8.8% | +115.2% | -106.4% | -5.9% |
| YTD | +26.3% | +133.7% | -107.4% | +7.1% |
| 1Y | +23.1% | +250.2% | -227.0% | -2.4% |
| 3Y | +15.0% | +320.3% | -305.3% | -14.8% |
| 5Y | +0.4% | +53.1% | -52.7% | -22.3% |
| All | +12.9% | +171.0% | -158.1% | -12.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling