+145.0%
SBUX vs EL
+62.2%
+82.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.6% |
| 7D | +1.6% | +1.5% | 0.0% | +1.0% |
| 30D | +14.8% | +10.0% | +4.8% | +10.7% |
| 3M | -0.8% | +28.4% | -29.2% | -10.6% |
| 6M | +2.2% | +37.1% | -34.8% | -11.0% |
| YTD | +29.5% | +7.8% | +21.6% | +20.7% |
| 1Y | +27.0% | +26.0% | +1.0% | +10.6% |
| 3Y | +10.9% | +3.8% | +7.1% | -3.2% |
| 5Y | +7.4% | -65.2% | +72.6% | +56.1% |
| All | +145.0% | +62.2% | +82.8% | +104.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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