+7.3%
SBUX vs ETR
+157.6%
-150.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | +1.6% | +1.2% | +0.4% | +1.2% |
| 30D | +14.8% | +7.0% | +7.8% | +12.6% |
| 3M | -0.8% | +4.6% | -5.4% | -2.1% |
| 6M | +2.2% | +0.1% | +2.1% | +2.0% |
| YTD | +29.5% | +23.2% | +6.3% | +20.6% |
| 1Y | +27.0% | +20.6% | +6.4% | +19.2% |
| 3Y | +10.9% | +156.3% | -145.3% | -20.3% |
| All | +7.3% | +157.6% | -150.3% | -21.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling