+42,297.2%
SBUX vs EFX
+6,143.6%
+36,153.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.4% | +5.1% | +1.1% |
| 7D | -3.1% | -8.6% | +5.5% | +0.1% |
| 30D | -0.9% | +0.1% | -1.0% | -1.3% |
| 3M | +11.6% | +3.8% | +7.8% | +8.8% |
| 6M | +8.8% | -13.5% | +22.3% | +12.8% |
| YTD | +26.3% | -17.7% | +44.0% | +32.2% |
| 1Y | +23.1% | -25.6% | +48.7% | +33.1% |
| 3Y | +15.0% | -12.1% | +27.0% | +12.3% |
| 5Y | +0.4% | -33.8% | +34.2% | +7.2% |
| 10Y | +130.7% | +45.1% | +85.5% | +69.8% |
| All | +42,297.2% | +6,143.6% | +36,153.6% | +10,408.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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