+11.3%
SBUX vs ELV
-2.1%
+13.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.6% |
| 7D | -5.5% | +3.2% | -8.7% | -5.9% |
| 30D | -8.5% | +5.4% | -13.8% | -9.1% |
| 3M | -2.9% | +5.4% | -8.3% | -3.7% |
| 6M | -1.5% | +45.7% | -47.2% | -6.8% |
| YTD | +19.4% | +21.2% | -1.8% | +15.4% |
| 1Y | +22.9% | +35.6% | -12.7% | +16.9% |
| 3Y | +11.3% | -2.0% | +13.3% | +8.2% |
| All | +11.3% | -2.1% | +13.4% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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