+13.0%
SBUX vs ED
+47.3%
-34.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.4% |
| 7D | +4.9% | +2.1% | +2.8% | +4.8% |
| 30D | +21.2% | +12.4% | +8.7% | +20.8% |
| 3M | +5.7% | +13.1% | -7.5% | +5.3% |
| 6M | +6.0% | +14.1% | -8.1% | +5.8% |
| YTD | +32.9% | +23.1% | +9.9% | +32.4% |
| 1Y | +33.3% | +25.4% | +7.8% | +32.7% |
| 3Y | +13.0% | +47.9% | -34.8% | +4.6% |
| All | +13.0% | +47.3% | -34.2% | +4.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling