+43,429.5%
SBUX vs EMR
+3,259.5%
+40,170.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | +1.0% | +2.7% | -1.6% | -0.2% |
| 30D | +16.6% | +2.1% | +14.5% | +15.4% |
| 3M | -0.6% | +2.3% | -2.8% | -1.8% |
| 6M | +1.8% | +22.5% | -20.7% | -8.4% |
| YTD | +29.7% | +27.2% | +2.5% | +13.3% |
| 1Y | +26.1% | +28.0% | -2.0% | +9.7% |
| 3Y | +10.3% | +103.4% | -93.2% | -25.0% |
| 5Y | +7.6% | +88.2% | -80.5% | -24.9% |
| 10Y | +146.7% | +281.7% | -135.0% | +15.2% |
| All | +43,429.5% | +3,259.5% | +40,170.0% | +7,340.9% |
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