+123.9%
SBUX vs ENB
+92.6%
+31.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.1% |
| 7D | -5.5% | -4.7% | -0.8% | -3.5% |
| 30D | -8.5% | -5.9% | -2.6% | -6.1% |
| 3M | -2.9% | -14.2% | +11.3% | +3.6% |
| 6M | -1.5% | -8.6% | +7.1% | +1.9% |
| YTD | +19.4% | +3.9% | +15.5% | +16.2% |
| 1Y | +22.9% | +1.8% | +21.1% | +20.6% |
| 3Y | +11.3% | +68.5% | -57.2% | -14.7% |
| 5Y | -6.9% | +62.4% | -69.3% | -27.8% |
| All | +123.9% | +92.6% | +31.3% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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