+15.5%
SBUX vs EXC
+21.1%
-5.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.1% | -2.5% |
| 7D | -3.9% | +1.2% | -5.1% | -4.1% |
| 30D | -2.8% | -2.7% | -0.1% | -2.5% |
| 3M | +8.2% | -1.0% | +9.2% | +8.3% |
| 6M | +4.3% | -9.3% | +13.5% | +5.5% |
| YTD | +23.3% | +3.6% | +19.7% | +22.3% |
| 1Y | +24.3% | +5.9% | +18.4% | +22.8% |
| 3Y | +15.5% | +21.3% | -5.8% | +9.6% |
| All | +15.5% | +21.1% | -5.6% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 3y: compounded portfolio wealth divided by compounded EXC 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…
3y analysis · Full analysis span regression · 6 months rolling