+42,297.2%
SBUX vs EMR
+2,964.7%
+39,332.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -2.1% |
| 7D | -3.1% | -1.5% | -1.6% | -2.5% |
| 30D | -0.9% | -5.6% | +4.7% | +1.7% |
| 3M | +11.6% | +7.9% | +3.7% | +6.9% |
| 6M | +8.8% | +6.0% | +2.8% | +4.2% |
| YTD | +26.3% | +16.4% | +9.9% | +15.2% |
| 1Y | +23.1% | +16.6% | +6.5% | +11.5% |
| 3Y | +15.0% | +62.9% | -47.9% | -13.2% |
| 5Y | +0.4% | +60.1% | -59.7% | -24.6% |
| 10Y | +130.7% | +268.8% | -138.1% | +9.2% |
| All | +42,297.2% | +2,964.7% | +39,332.5% | +7,476.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling