-5.2%
SBUX vs EXE
+100.7%
-105.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.7% |
| 7D | -6.3% | -2.7% | -3.5% | -5.9% |
| 30D | -3.9% | -0.4% | -3.5% | -3.8% |
| 3M | +3.3% | +9.5% | -6.2% | +1.7% |
| 6M | +1.4% | -9.3% | +10.8% | +2.7% |
| YTD | +21.0% | -10.9% | +31.9% | +22.6% |
| 1Y | +22.4% | +4.3% | +18.1% | +20.5% |
| 3Y | +13.2% | +18.8% | -5.6% | +8.7% |
| 5Y | -5.2% | +101.4% | -106.6% | -15.5% |
| All | -5.2% | +100.7% | -105.9% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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