+151.4%
SBUX vs ED
+143.4%
+8.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | +0.2% | -0.9% | +1.1% | +0.4% |
| 30D | +19.1% | +11.2% | +7.9% | +15.3% |
| 3M | +3.6% | +11.8% | -8.2% | +0.2% |
| 6M | +5.1% | +14.1% | -9.0% | +0.9% |
| YTD | +32.9% | +23.0% | +9.9% | +24.1% |
| 1Y | +30.4% | +23.7% | +6.8% | +21.6% |
| 3Y | +13.0% | +47.7% | -34.8% | -3.1% |
| 5Y | +10.5% | +82.6% | -72.1% | -12.6% |
| All | +151.4% | +143.4% | +8.0% | +90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling