+8.2%
SBUX vs DOCS
-19.4%
+27.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | +1.0% | +0.1% | +1.0% | +1.0% |
| 30D | +16.6% | +8.7% | +7.9% | +15.7% |
| 3M | -0.6% | +32.9% | -33.4% | -3.4% |
| 6M | +1.8% | +25.5% | -23.7% | -1.5% |
| YTD | +29.7% | -25.0% | +54.7% | +31.7% |
| 1Y | +26.1% | -34.9% | +60.9% | +29.9% |
| 3Y | +10.3% | +39.3% | -29.1% | +0.5% |
| 5Y | +7.6% | -54.8% | +62.4% | +3.1% |
| All | +8.2% | -19.4% | +27.6% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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