+44,314.2%
SBUX vs EXPD
+26,225.1%
+18,089.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.7% | +1.1% | +3.0% |
| 7D | +4.8% | -5.5% | +10.3% | +6.5% |
| 30D | +20.6% | -1.9% | +22.5% | +21.2% |
| 3M | +4.3% | +6.1% | -1.8% | +2.3% |
| 6M | +5.5% | +21.6% | -16.1% | -0.8% |
| YTD | +32.3% | +27.9% | +4.4% | +21.5% |
| 1Y | +31.2% | +39.4% | -8.2% | +17.3% |
| 3Y | +14.8% | +72.7% | -57.9% | -4.8% |
| 5Y | +8.0% | +60.3% | -52.4% | -9.3% |
| 10Y | +148.7% | +332.6% | -183.8% | +55.9% |
| All | +44,314.2% | +26,225.1% | +18,089.1% | +15,825.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling