+17,429.6%
SBUX vs DRI
+7,577.6%
+9,852.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.7% | -1.1% |
| 7D | -3.1% | +0.6% | -3.7% | -3.3% |
| 30D | -0.9% | +3.8% | -4.7% | -2.4% |
| 3M | +11.6% | +13.0% | -1.4% | +6.2% |
| 6M | +8.8% | +8.3% | +0.5% | +5.0% |
| YTD | +26.3% | +20.6% | +5.7% | +16.9% |
| 1Y | +23.1% | +6.5% | +16.7% | +19.1% |
| 3Y | +15.0% | +53.7% | -38.8% | -4.4% |
| 5Y | +0.4% | +72.7% | -72.3% | -20.6% |
| 10Y | +130.7% | +363.2% | -232.5% | +13.8% |
| All | +17,429.6% | +7,577.6% | +9,852.0% | +3,767.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 all: compounded portfolio wealth divided by compounded DRI 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…
all analysis · Full analysis span regression · 6 months rolling