+41.3%
SBUX vs EQX
+7.1%
+34.3%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +12.8% | -8.1% | +4.1% |
| 7D | +6.3% | +7.6% | -1.3% | +5.8% |
| 30D | +16.2% | +0.4% | +15.7% | +15.8% |
| 3M | +5.1% | +18.0% | -12.9% | +4.1% |
| 6M | +5.7% | -18.4% | +24.1% | +6.5% |
| YTD | +32.6% | -19.3% | +52.0% | +33.8% |
| 1Y | +41.3% | +9.2% | +32.1% | +43.7% |
| All | +41.3% | +7.1% | +34.3% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 1y: compounded portfolio wealth divided by compounded EQX 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…
1y analysis · Full analysis span regression · 6 months rolling