+41,298.9%
SBUX vs EVRG
+1,626.5%
+39,672.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.2% | -2.7% |
| 7D | -3.9% | +0.9% | -4.8% | -4.2% |
| 30D | -2.8% | -0.5% | -2.3% | -2.7% |
| 3M | +8.2% | +1.5% | +6.7% | +7.5% |
| 6M | +4.3% | +1.2% | +3.1% | +3.5% |
| YTD | +23.3% | +16.3% | +7.0% | +15.8% |
| 1Y | +24.3% | +20.3% | +4.0% | +15.1% |
| 3Y | +15.5% | +72.3% | -56.9% | -7.8% |
| 5Y | -2.7% | +46.7% | -49.4% | -17.9% |
| 10Y | +128.8% | +113.8% | +15.0% | +63.7% |
| All | +41,298.9% | +1,626.5% | +39,672.3% | +16,566.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling