+12.4%
SBUX vs EXE
+191.4%
-178.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.1% |
| 7D | -3.1% | -0.3% | -2.9% | -3.1% |
| 30D | -0.9% | +8.5% | -9.3% | -2.1% |
| 3M | +11.6% | +5.5% | +6.2% | +10.6% |
| 6M | +8.8% | -5.9% | +14.7% | +9.5% |
| YTD | +26.3% | -9.7% | +36.0% | +27.7% |
| 1Y | +23.1% | +3.6% | +19.6% | +21.5% |
| 3Y | +15.0% | +18.0% | -3.1% | +10.6% |
| 5Y | +0.4% | +109.4% | -109.1% | -11.6% |
| All | +12.4% | +191.4% | -178.9% | -5.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling