+41.3%
SBUX vs EXEL
+92.4%
-51.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.6% | +4.1% | +4.6% |
| 7D | +6.3% | +9.8% | -3.5% | +4.9% |
| 30D | +16.2% | +23.6% | -7.4% | +12.6% |
| 3M | +5.1% | +29.9% | -24.8% | +1.2% |
| 6M | +5.7% | +64.7% | -59.0% | -2.6% |
| YTD | +32.6% | +66.0% | -33.3% | +21.1% |
| 1Y | +41.3% | +92.0% | -50.6% | +17.8% |
| All | +41.3% | +92.4% | -51.1% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 1y: compounded portfolio wealth divided by compounded EXEL 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…
1y analysis · Full analysis span regression · 6 months rolling