+123.9%
SBUX vs ENTG
+797.5%
-673.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.6% | -1.0% |
| 7D | -5.5% | +1.2% | -6.7% | -5.8% |
| 30D | -8.5% | -12.9% | +4.4% | -5.7% |
| 3M | -2.9% | -3.1% | +0.2% | -5.1% |
| 6M | -1.5% | +21.0% | -22.5% | -10.7% |
| YTD | +19.4% | +67.0% | -47.6% | -2.2% |
| 1Y | +22.9% | +68.6% | -45.7% | -1.0% |
| 3Y | +11.3% | +48.6% | -37.3% | -12.3% |
| 5Y | -6.9% | +18.6% | -25.5% | -26.1% |
| All | +123.9% | +797.5% | -673.6% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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