+33.3%
SBUX vs DOCS
-40.0%
+73.2%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.8% | +0.5% |
| 7D | +4.9% | -0.6% | +5.5% | +5.0% |
| 30D | +21.2% | +6.3% | +14.9% | +21.1% |
| 3M | +5.7% | +26.5% | -20.8% | +5.3% |
| 6M | +6.0% | +24.8% | -18.8% | +5.7% |
| YTD | +32.9% | -26.8% | +59.7% | +37.4% |
| 1Y | +33.3% | -38.3% | +71.6% | +42.9% |
| All | +33.3% | -40.0% | +73.2% | +42.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling