+43,351.9%
SBUX vs ETR
+3,379.5%
+39,972.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +12.2% |
| 3M | -0.8% | +4.6% | -5.4% | -2.4% |
| 6M | +2.2% | +0.1% | +2.1% | +2.0% |
| YTD | +29.5% | +23.2% | +6.3% | +19.4% |
| 1Y | +27.0% | +20.6% | +6.4% | +18.0% |
| 3Y | +10.9% | +156.3% | -145.3% | -22.5% |
| 5Y | +7.4% | +159.6% | -152.2% | -26.2% |
| 10Y | +146.3% | +377.1% | -230.8% | +36.3% |
| All | +43,351.9% | +3,379.5% | +39,972.5% | +15,905.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling