+123.9%
SBUX vs EWT
+523.5%
-399.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -1.5% |
| 7D | -5.5% | -1.1% | -4.4% | -4.9% |
| 30D | -8.5% | +4.5% | -12.9% | -10.7% |
| 3M | -2.9% | +8.3% | -11.2% | -8.5% |
| 6M | -1.5% | +54.2% | -55.8% | -26.5% |
| YTD | +19.4% | +74.6% | -55.2% | -17.8% |
| 1Y | +22.9% | +84.9% | -62.0% | -18.8% |
| 3Y | +11.3% | +197.5% | -186.2% | -48.1% |
| 5Y | -6.9% | +150.6% | -157.4% | -51.6% |
| All | +123.9% | +523.5% | -399.6% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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