+43,429.5%
SBUX vs EIX
+849.9%
+42,579.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | +1.0% | -1.5% | +2.5% | +1.4% |
| 30D | +16.6% | +8.1% | +8.5% | +14.4% |
| 3M | -0.6% | -12.1% | +11.6% | +1.3% |
| 6M | +1.8% | -13.4% | +15.2% | +3.9% |
| YTD | +29.7% | +5.6% | +24.1% | +25.6% |
| 1Y | +26.1% | +7.8% | +18.2% | +21.4% |
| 3Y | +10.3% | +9.8% | +0.4% | +4.1% |
| 5Y | +7.6% | +18.8% | -11.2% | -0.9% |
| 10Y | +146.7% | +34.4% | +112.3% | +113.9% |
| All | +43,429.5% | +849.9% | +42,579.6% | +26,910.8% |
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