+44,521.2%
SBUX vs ED
+2,142.1%
+42,379.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.2% |
| 7D | +4.9% | +2.1% | +2.8% | +4.1% |
| 30D | +21.2% | +12.4% | +8.7% | +15.5% |
| 3M | +5.7% | +13.1% | -7.5% | +0.4% |
| 6M | +6.0% | +14.1% | -8.1% | +0.3% |
| YTD | +32.9% | +23.1% | +9.9% | +21.3% |
| 1Y | +33.3% | +25.4% | +7.8% | +20.5% |
| 3Y | +13.0% | +47.9% | -34.8% | -6.9% |
| 5Y | +8.8% | +81.9% | -73.0% | -18.9% |
| 10Y | +154.6% | +141.3% | +13.4% | +59.8% |
| All | +44,521.2% | +2,142.1% | +42,379.1% | +11,270.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling