+123.9%
SBUX vs ETR
+296.9%
-173.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -5.5% | -1.8% | -3.7% | -4.8% |
| 30D | -8.5% | -1.8% | -6.7% | -7.9% |
| 3M | -2.9% | -3.6% | +0.7% | -1.7% |
| 6M | -1.5% | +2.6% | -4.1% | -3.2% |
| YTD | +19.4% | +16.0% | +3.4% | +11.2% |
| 1Y | +22.9% | +20.1% | +2.8% | +12.5% |
| 3Y | +11.3% | +143.6% | -132.3% | -27.0% |
| 5Y | -6.9% | +124.4% | -131.2% | -37.5% |
| All | +123.9% | +296.9% | -173.0% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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