+1.6%
SBUX vs EXPD
+61.6%
-60.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.6% |
| 7D | -3.1% | -1.1% | -2.0% | -2.7% |
| 30D | -0.9% | +4.1% | -5.0% | -2.4% |
| 3M | +11.6% | +17.9% | -6.3% | +4.8% |
| 6M | +8.8% | +29.2% | -20.4% | -1.7% |
| YTD | +26.3% | +27.4% | -1.0% | +13.9% |
| 1Y | +23.1% | +56.8% | -33.7% | +1.3% |
| 3Y | +15.0% | +68.0% | -53.1% | -10.0% |
| All | +1.6% | +61.6% | -60.0% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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