+42,297.2%
SBUX vs EXC
+1,740.6%
+40,556.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -0.9% |
| 7D | -3.1% | +0.3% | -3.4% | -3.2% |
| 30D | -0.9% | -3.7% | +2.8% | +0.4% |
| 3M | +11.6% | -1.3% | +12.9% | +12.0% |
| 6M | +8.8% | -9.7% | +18.5% | +12.2% |
| YTD | +26.3% | +2.9% | +23.4% | +24.3% |
| 1Y | +23.1% | +4.4% | +18.7% | +20.4% |
| 3Y | +15.0% | +22.2% | -7.3% | +4.9% |
| 5Y | +0.4% | +46.7% | -46.4% | -14.7% |
| 10Y | +130.7% | +155.3% | -24.7% | +60.7% |
| All | +42,297.2% | +1,740.6% | +40,556.6% | +19,716.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling