-6.4%
SBUX vs EOG
+172.6%
-179.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.9% |
| 7D | -6.2% | +1.0% | -7.3% | -6.4% |
| 30D | -6.4% | +2.8% | -9.3% | -6.9% |
| 3M | +1.0% | +5.9% | -4.9% | -0.2% |
| 6M | -0.4% | +17.1% | -17.5% | -3.7% |
| YTD | +20.0% | +43.9% | -24.0% | +11.5% |
| 1Y | +22.8% | +26.9% | -4.1% | +16.7% |
| 3Y | +12.3% | +23.6% | -11.3% | +6.2% |
| 5Y | -6.4% | +178.1% | -184.5% | -17.2% |
| All | -6.4% | +172.6% | -179.0% | -17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling