+2.2%
SBUX vs DOCS
-54.0%
+56.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.3% | +1.1% | -2.8% |
| 7D | +0.6% | -1.3% | +2.0% | +0.8% |
| 30D | +10.5% | +19.4% | -8.9% | +8.3% |
| 3M | +0.7% | +53.4% | -52.7% | -4.6% |
| 6M | +2.3% | +28.8% | -26.4% | -1.7% |
| YTD | +28.4% | -25.1% | +53.4% | +30.8% |
| 1Y | +31.4% | -48.1% | +79.5% | +39.8% |
| 3Y | +11.5% | +51.4% | -39.8% | -2.2% |
| 5Y | +2.2% | -51.1% | +53.3% | -4.1% |
| All | +2.2% | -54.0% | +56.2% | -4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling