+123.9%
SBUX vs EOG
+121.1%
+2.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -5.5% | +1.5% | -7.0% | -5.8% |
| 30D | -8.5% | +2.9% | -11.4% | -9.0% |
| 3M | -2.9% | +8.7% | -11.6% | -4.8% |
| 6M | -1.5% | +12.9% | -14.4% | -4.6% |
| YTD | +19.4% | +43.8% | -24.4% | +9.7% |
| 1Y | +22.9% | +27.1% | -4.1% | +15.8% |
| 3Y | +11.3% | +25.9% | -14.6% | +4.1% |
| 5Y | -6.9% | +177.9% | -184.8% | -28.6% |
| All | +123.9% | +121.1% | +2.8% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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