+40,499.4%
SBUX vs DTE
+2,386.8%
+38,112.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -1.5% |
| 7D | -6.3% | 0.0% | -6.3% | -6.3% |
| 30D | -3.9% | -0.5% | -3.3% | -3.7% |
| 3M | +3.3% | -6.0% | +9.3% | +6.1% |
| 6M | +1.4% | -7.2% | +8.6% | +4.5% |
| YTD | +21.0% | +7.2% | +13.8% | +16.5% |
| 1Y | +22.4% | +4.1% | +18.4% | +19.4% |
| 3Y | +13.2% | +46.9% | -33.6% | -7.0% |
| 5Y | -5.2% | +32.9% | -38.1% | -19.1% |
| 10Y | +128.3% | +144.5% | -16.1% | +44.6% |
| All | +40,499.4% | +2,386.8% | +38,112.6% | +11,152.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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