+27.0%
SBUX vs EMR
+29.1%
-2.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.6% | +2.8% | -1.3% | +0.9% |
| 30D | +14.8% | +3.7% | +11.2% | +14.0% |
| 3M | -0.8% | +2.0% | -2.8% | -1.2% |
| 6M | +2.2% | +22.1% | -19.9% | -2.7% |
| YTD | +29.5% | +27.2% | +2.2% | +16.8% |
| 1Y | +27.0% | +32.0% | -5.0% | +11.2% |
| All | +27.0% | +29.1% | -2.0% | +11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling