+145.0%
SBUX vs EMR
+279.2%
-134.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.6% | +2.8% | -1.3% | +0.3% |
| 30D | +14.8% | +3.7% | +11.2% | +13.0% |
| 3M | -0.8% | +2.0% | -2.8% | -1.9% |
| 6M | +2.2% | +22.1% | -19.9% | -7.5% |
| YTD | +29.5% | +27.2% | +2.2% | +13.6% |
| 1Y | +27.0% | +32.0% | -5.0% | +9.4% |
| 3Y | +10.9% | +103.3% | -92.3% | -24.5% |
| 5Y | +7.4% | +88.2% | -80.8% | -25.2% |
| All | +145.0% | +279.2% | -134.2% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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