+123.9%
SBUX vs EIX
+19.9%
+104.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.1% |
| 7D | -5.5% | -1.4% | -4.1% | -5.2% |
| 30D | -8.5% | -19.3% | +10.8% | -3.9% |
| 3M | -2.9% | -21.7% | +18.8% | +2.7% |
| 6M | -1.5% | -19.8% | +18.3% | +3.2% |
| YTD | +19.4% | -3.0% | +22.4% | +16.9% |
| 1Y | +22.9% | +5.1% | +17.8% | +16.9% |
| 3Y | +11.3% | -7.0% | +18.3% | +7.7% |
| 5Y | -6.9% | +22.0% | -28.9% | -18.8% |
| All | +123.9% | +19.9% | +104.0% | +86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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