+705.1%
SBUX vs ET
+1,447.8%
-742.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.7% | -2.1% |
| 7D | -6.3% | +0.6% | -6.9% | -6.4% |
| 30D | -3.9% | +5.3% | -9.1% | -4.9% |
| 3M | +3.3% | +15.6% | -12.4% | 0.0% |
| 6M | +1.4% | +20.6% | -19.2% | -2.8% |
| YTD | +21.0% | +38.5% | -17.6% | +12.4% |
| 1Y | +22.4% | +35.7% | -13.3% | +14.1% |
| 3Y | +13.2% | +98.4% | -85.1% | -2.8% |
| 5Y | -5.2% | +245.3% | -250.5% | -28.0% |
| 10Y | +128.3% | +173.7% | -45.4% | +68.0% |
| All | +705.1% | +1,447.8% | -742.7% | +146.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling