-6.7%
SBUX vs ET
+241.8%
-248.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.2% |
| 7D | -5.5% | +0.2% | -5.7% | -5.6% |
| 30D | -8.5% | +2.9% | -11.3% | -9.4% |
| 3M | -2.9% | +16.8% | -19.7% | -8.2% |
| 6M | -1.5% | +18.9% | -20.4% | -7.7% |
| YTD | +19.4% | +37.7% | -18.3% | +5.8% |
| 1Y | +22.9% | +32.4% | -9.5% | +10.3% |
| 3Y | +11.3% | +99.5% | -88.2% | -13.7% |
| All | -6.7% | +241.8% | -248.5% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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