-5.2%
SBUX vs EXPE
+89.3%
-94.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.7% |
| 7D | -6.3% | -11.5% | +5.3% | -3.3% |
| 30D | -3.9% | -13.1% | +9.2% | -0.5% |
| 3M | +3.3% | +18.1% | -14.9% | -1.9% |
| 6M | +1.4% | +13.3% | -11.8% | -3.1% |
| YTD | +21.0% | -3.2% | +24.2% | +19.2% |
| 1Y | +22.4% | +26.1% | -3.7% | +10.9% |
| 3Y | +13.2% | +151.7% | -138.5% | -18.8% |
| 5Y | -5.2% | +88.3% | -93.5% | -29.9% |
| All | -5.2% | +89.3% | -94.5% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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