+3,054.1%
SBUX vs EXEL
+273.2%
+2,780.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | -3.1% | +8.4% | -11.5% | -4.1% |
| 30D | -0.9% | +4.1% | -5.0% | -1.5% |
| 3M | +11.6% | +12.4% | -0.8% | +9.8% |
| 6M | +8.8% | +41.5% | -32.8% | +3.7% |
| YTD | +26.3% | +34.6% | -8.3% | +21.0% |
| 1Y | +23.1% | +57.9% | -34.7% | +15.3% |
| 3Y | +15.0% | +159.5% | -144.5% | -0.7% |
| 5Y | +0.4% | +198.5% | -198.1% | -15.6% |
| 10Y | +130.7% | +411.4% | -280.7% | +68.4% |
| All | +3,054.1% | +273.2% | +2,780.9% | +1,419.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling