+145.0%
SBUX vs EXEL
+320.7%
-175.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | 0.0% |
| 7D | +1.6% | -0.8% | +2.4% | +1.7% |
| 30D | +14.8% | +13.1% | +1.7% | +12.8% |
| 3M | -0.8% | +36.3% | -37.1% | -5.2% |
| 6M | +2.2% | +34.5% | -32.3% | -2.3% |
| YTD | +29.5% | +57.4% | -28.0% | +20.7% |
| 1Y | +27.0% | +62.9% | -35.9% | +17.7% |
| 3Y | +10.9% | +229.5% | -218.6% | -9.0% |
| 5Y | +7.4% | +281.2% | -273.8% | -14.7% |
| All | +145.0% | +320.7% | -175.8% | +85.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling