+40,166.6%
SBUX vs EQT
+2,754.7%
+37,411.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.9% |
| 7D | -6.2% | -1.2% | -5.1% | -6.0% |
| 30D | -6.4% | +1.1% | -7.5% | -6.6% |
| 3M | +1.0% | +4.8% | -3.8% | -0.1% |
| 6M | -0.4% | -10.6% | +10.2% | +1.3% |
| YTD | +20.0% | +3.4% | +16.5% | +18.4% |
| 1Y | +22.8% | +8.7% | +14.1% | +19.7% |
| 3Y | +12.3% | +35.0% | -22.7% | +2.7% |
| 5Y | -6.4% | +204.2% | -210.6% | -31.2% |
| 10Y | +126.5% | +52.5% | +74.0% | +69.7% |
| All | +40,166.6% | +2,754.7% | +37,411.9% | +14,611.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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