+2,812.3%
SBUX vs EW
+6,974.1%
-4,161.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | -3.1% | -0.3% | -2.8% | -3.1% |
| 30D | -0.9% | +1.0% | -1.9% | -1.2% |
| 3M | +11.6% | +2.8% | +8.8% | +10.7% |
| 6M | +8.8% | +5.5% | +3.3% | +7.0% |
| YTD | +26.3% | +5.5% | +20.9% | +24.1% |
| 1Y | +23.1% | +11.0% | +12.1% | +19.4% |
| 3Y | +15.0% | +17.7% | -2.7% | +6.6% |
| 5Y | +0.4% | -25.7% | +26.1% | +2.3% |
| 10Y | +130.7% | +132.8% | -2.1% | +82.1% |
| All | +2,812.3% | +6,974.1% | -4,161.8% | +1,547.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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