+42,297.2%
SBUX vs ETR
+3,237.6%
+39,059.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.1% |
| 7D | -3.1% | +1.4% | -4.6% | -3.6% |
| 30D | -0.9% | +1.0% | -1.9% | -1.3% |
| 3M | +11.6% | -1.3% | +12.9% | +11.9% |
| 6M | +8.8% | +1.9% | +6.9% | +7.5% |
| YTD | +26.3% | +18.2% | +8.2% | +18.2% |
| 1Y | +23.1% | +24.7% | -1.5% | +12.8% |
| 3Y | +15.0% | +150.7% | -135.7% | -19.2% |
| 5Y | +0.4% | +127.0% | -126.7% | -27.7% |
| 10Y | +130.7% | +295.5% | -164.8% | +35.6% |
| All | +42,297.2% | +3,237.6% | +39,059.6% | +15,743.6% |
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