+3,050.7%
SBUX vs EWT
+590.1%
+2,460.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.1% |
| 7D | -3.9% | +1.6% | -5.5% | -4.6% |
| 30D | -2.8% | +8.2% | -11.0% | -6.1% |
| 3M | +8.2% | +11.1% | -2.9% | +2.3% |
| 6M | +4.3% | +60.4% | -56.2% | -16.8% |
| YTD | +23.3% | +75.6% | -52.2% | -5.5% |
| 1Y | +24.3% | +91.3% | -67.0% | -8.6% |
| 3Y | +15.5% | +200.3% | -184.8% | -31.0% |
| 5Y | -2.7% | +156.4% | -159.1% | -37.8% |
| 10Y | +128.8% | +495.8% | -367.0% | +3.2% |
| All | +3,050.7% | +590.1% | +2,460.6% | +795.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling