+43,351.9%
SBUX vs ED
+2,174.4%
+41,177.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.7% |
| 7D | +1.6% | +2.1% | -0.5% | +0.7% |
| 30D | +14.8% | +10.4% | +4.4% | +10.2% |
| 3M | -0.8% | +12.5% | -13.3% | -5.6% |
| 6M | +2.2% | +14.9% | -12.7% | -3.6% |
| YTD | +29.5% | +24.8% | +4.6% | +17.4% |
| 1Y | +27.0% | +23.8% | +3.2% | +15.5% |
| 3Y | +10.9% | +51.6% | -40.7% | -9.6% |
| 5Y | +7.4% | +86.4% | -79.0% | -20.8% |
| 10Y | +146.3% | +145.4% | +0.9% | +53.5% |
| All | +43,351.9% | +2,174.4% | +41,177.5% | +10,907.4% |
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