+42,297.2%
SBUX vs ENB
+11,504.0%
+30,793.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.0% |
| 7D | -3.1% | -0.2% | -2.9% | -3.1% |
| 30D | -0.9% | -2.2% | +1.4% | -0.2% |
| 3M | +11.6% | -10.5% | +22.1% | +15.5% |
| 6M | +8.8% | -5.1% | +13.9% | +10.3% |
| YTD | +26.3% | +9.0% | +17.4% | +22.1% |
| 1Y | +23.1% | +8.2% | +14.9% | +19.2% |
| 3Y | +15.0% | +67.8% | -52.8% | -4.4% |
| 5Y | +0.4% | +69.4% | -69.0% | -16.9% |
| 10Y | +130.7% | +117.5% | +13.2% | +70.8% |
| All | +42,297.2% | +11,504.0% | +30,793.2% | +18,108.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling