+15.5%
SBUX vs EIX
0.0%
+15.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.5% | -6.9% | -3.1% |
| 7D | -3.9% | +0.9% | -4.8% | -4.1% |
| 30D | -2.8% | -13.5% | +10.7% | -1.2% |
| 3M | +8.2% | -15.3% | +23.5% | +10.3% |
| 6M | +4.3% | -15.3% | +19.6% | +6.2% |
| YTD | +23.3% | +2.7% | +20.6% | +19.6% |
| 1Y | +24.3% | +17.4% | +6.8% | +16.4% |
| 3Y | +15.5% | -1.3% | +16.8% | +10.5% |
| All | +15.5% | 0.0% | +15.5% | +10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling