-5.2%
SBUX vs ELF
+230.6%
-235.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.1% | -1.3% |
| 7D | -6.3% | -6.8% | +0.5% | -5.3% |
| 30D | -3.9% | +5.1% | -8.9% | -4.7% |
| 3M | +3.3% | +79.8% | -76.5% | -5.7% |
| 6M | +1.4% | +29.7% | -28.3% | -3.3% |
| YTD | +21.0% | +31.6% | -10.7% | +14.5% |
| 1Y | +22.4% | -27.9% | +50.3% | +24.6% |
| 3Y | +13.2% | -26.4% | +39.7% | +4.3% |
| 5Y | -5.2% | +235.6% | -240.8% | -54.6% |
| All | -5.2% | +230.6% | -235.8% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ELF.
Daily Out/Under-Performance
Portfolio return minus ELF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELF 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 5y: compounded portfolio wealth divided by compounded ELF 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…
5y analysis · Full analysis span regression · 6 months rolling