+43,351.9%
SBUX vs EIX
+852.9%
+42,499.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | +1.6% | +1.4% | +0.2% | +1.2% |
| 30D | +14.8% | +8.5% | +6.3% | +12.6% |
| 3M | -0.8% | -13.5% | +12.7% | +1.5% |
| 6M | +2.2% | -12.4% | +14.6% | +4.0% |
| YTD | +29.5% | +5.9% | +23.5% | +25.3% |
| 1Y | +27.0% | +7.6% | +19.4% | +22.4% |
| 3Y | +10.9% | +12.8% | -1.8% | +4.0% |
| 5Y | +7.4% | +19.2% | -11.8% | -1.1% |
| 10Y | +146.3% | +34.9% | +111.4% | +113.3% |
| All | +43,351.9% | +852.9% | +42,499.0% | +26,841.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling