-3.3%
SBUX vs EXEL
+191.3%
-194.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -2.0% |
| 7D | -3.9% | +1.4% | -5.3% | -4.1% |
| 30D | -2.8% | +6.7% | -9.5% | -3.9% |
| 3M | +8.2% | +11.5% | -3.3% | +6.1% |
| 6M | +4.3% | +38.8% | -34.5% | -1.7% |
| YTD | +23.3% | +31.6% | -8.2% | +17.1% |
| 1Y | +24.3% | +53.0% | -28.7% | +14.7% |
| 3Y | +15.5% | +160.8% | -145.4% | -7.3% |
| All | -3.3% | +191.3% | -194.6% | -27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling