+43,351.9%
SBUX vs ENB
+11,101.7%
+32,250.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | +1.6% | +3.1% | -1.5% | +0.6% |
| 30D | +14.8% | +2.1% | +12.7% | +14.0% |
| 3M | -0.8% | -4.4% | +3.6% | +0.6% |
| 6M | +2.2% | -10.1% | +12.3% | +5.5% |
| YTD | +29.5% | +5.2% | +24.3% | +26.5% |
| 1Y | +27.0% | +4.2% | +22.8% | +24.4% |
| 3Y | +10.9% | +70.1% | -59.2% | -8.2% |
| 5Y | +7.4% | +59.4% | -52.0% | -9.4% |
| 10Y | +146.3% | +109.5% | +36.8% | +84.9% |
| All | +43,351.9% | +11,101.7% | +32,250.2% | +18,763.2% |
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