+14.8%
SBUX vs DOCS
+55.4%
-40.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.1% | +2.7% | +3.8% |
| 7D | +4.8% | 0.0% | +4.8% | +4.8% |
| 30D | +20.6% | +7.8% | +12.8% | +20.0% |
| 3M | +4.3% | +20.0% | -15.7% | +3.0% |
| 6M | +5.5% | +26.5% | -21.0% | +3.3% |
| YTD | +32.3% | -25.8% | +58.1% | +34.7% |
| 1Y | +31.2% | -39.5% | +70.6% | +35.7% |
| 3Y | +14.8% | +60.3% | -45.5% | +5.2% |
| All | +14.8% | +55.4% | -40.6% | +5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling