+4.0%
SBUX vs EXC
+43.5%
-39.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.2% | -0.1% |
| 7D | +1.7% | -1.2% | +2.8% | +2.0% |
| 30D | +12.6% | +10.0% | +2.7% | +9.6% |
| 3M | +0.8% | +1.6% | -0.8% | +0.2% |
| 6M | +0.2% | +3.3% | -3.1% | -0.9% |
| YTD | +27.4% | +7.6% | +19.9% | +23.9% |
| 1Y | +31.5% | +3.5% | +28.0% | +29.4% |
| 3Y | +9.3% | +27.7% | -18.4% | -1.7% |
| All | +4.0% | +43.5% | -39.5% | -15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling