+44,496.8%
SBUX vs EXC
+1,823.7%
+42,673.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.1% |
| 7D | +0.2% | -1.4% | +1.5% | +0.6% |
| 30D | +19.1% | +8.3% | +10.8% | +15.9% |
| 3M | +3.6% | +2.6% | +1.0% | +2.6% |
| 6M | +5.1% | +5.2% | 0.0% | +3.1% |
| YTD | +32.9% | +7.5% | +25.3% | +28.8% |
| 1Y | +30.4% | +3.2% | +27.2% | +28.1% |
| 3Y | +13.0% | +29.5% | -16.6% | +1.1% |
| 5Y | +10.5% | +39.7% | -29.1% | -4.3% |
| 10Y | +152.8% | +200.1% | -47.3% | +67.7% |
| All | +44,496.8% | +1,823.7% | +42,673.1% | +20,429.9% |
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