+31.5%
SBUX vs EOSE
-60.6%
+92.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.4% |
| 7D | -5.5% | +1.8% | -7.3% | -5.6% |
| 30D | -8.5% | -6.8% | -1.6% | -8.4% |
| 3M | -2.9% | -36.3% | +33.4% | -1.5% |
| 6M | -1.5% | -38.8% | +37.2% | -0.9% |
| YTD | +19.4% | -65.5% | +84.9% | +22.4% |
| 1Y | +22.9% | -45.3% | +68.2% | +21.6% |
| 3Y | +11.3% | +44.2% | -32.9% | -1.6% |
| 5Y | -6.9% | -69.5% | +62.6% | -21.0% |
| All | +31.5% | -60.6% | +92.1% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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