+123.9%
SBUX vs EFV
+169.9%
-46.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.4% |
| 7D | -5.5% | -0.8% | -4.7% | -4.8% |
| 30D | -8.5% | +0.6% | -9.1% | -9.0% |
| 3M | -2.9% | +7.5% | -10.4% | -9.0% |
| 6M | -1.5% | +13.0% | -14.6% | -11.9% |
| YTD | +19.4% | +18.3% | +1.1% | +2.4% |
| 1Y | +22.9% | +26.7% | -3.8% | -0.8% |
| 3Y | +11.3% | +89.6% | -78.3% | -37.4% |
| 5Y | -6.9% | +98.2% | -105.1% | -49.9% |
| All | +123.9% | +169.9% | -46.0% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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