+1.6%
SBUX vs DOCS
-73.4%
+75.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.8% | +1.5% | -1.0% |
| 7D | -3.1% | -1.4% | -1.7% | -3.0% |
| 30D | -0.9% | +21.8% | -22.7% | -3.5% |
| 3M | +11.6% | +27.3% | -15.7% | +8.0% |
| 6M | +8.8% | -0.3% | +9.1% | +7.4% |
| YTD | +26.3% | -40.5% | +66.8% | +32.0% |
| 1Y | +23.1% | -61.5% | +84.7% | +35.1% |
| 3Y | +15.0% | +8.2% | +6.8% | +5.7% |
| All | +1.6% | -73.4% | +75.0% | +1.8% |
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