+123.9%
SBUX vs EVRG
+113.9%
+10.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | -5.5% | +0.1% | -5.6% | -5.5% |
| 30D | -8.5% | -1.2% | -7.2% | -8.1% |
| 3M | -2.9% | -0.6% | -2.3% | -2.8% |
| 6M | -1.5% | +2.4% | -4.0% | -2.9% |
| YTD | +19.4% | +15.5% | +3.9% | +11.4% |
| 1Y | +22.9% | +16.8% | +6.1% | +13.9% |
| 3Y | +11.3% | +75.0% | -63.7% | -15.1% |
| 5Y | -6.9% | +49.3% | -56.2% | -24.2% |
| All | +123.9% | +113.9% | +10.0% | +63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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