-5.6%
SBUX vs ELV
+13.8%
-19.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.7% | -1.7% |
| 7D | -6.3% | -2.2% | -4.1% | -5.9% |
| 30D | -3.9% | -0.2% | -3.7% | -3.8% |
| 3M | +3.3% | -6.1% | +9.4% | +4.2% |
| 6M | +1.4% | +42.8% | -41.4% | -5.6% |
| YTD | +21.0% | +14.4% | +6.6% | +16.8% |
| 1Y | +22.4% | +28.6% | -6.2% | +15.2% |
| 3Y | +13.2% | -7.4% | +20.6% | +12.3% |
| All | -5.6% | +13.8% | -19.4% | -10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling