+18,339.1%
SBUX vs DRI
+8,070.6%
+10,268.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +0.2% | -0.7% | +0.9% | +0.5% |
| 30D | +19.1% | +14.7% | +4.4% | +13.1% |
| 3M | +3.6% | +5.4% | -1.8% | +1.4% |
| 6M | +5.1% | +18.8% | -13.7% | -2.0% |
| YTD | +32.9% | +28.4% | +4.5% | +20.0% |
| 1Y | +30.4% | +37.7% | -7.3% | +14.7% |
| 3Y | +13.0% | +68.0% | -55.0% | -9.2% |
| 5Y | +10.5% | +78.8% | -68.3% | -13.7% |
| 10Y | +152.8% | +334.2% | -181.4% | +27.6% |
| All | +18,339.1% | +8,070.6% | +10,268.5% | +3,869.4% |
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