+1,003.7%
SBUX vs EXPE
+851.4%
+152.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -0.8% |
| 7D | -3.1% | -9.5% | +6.4% | -0.5% |
| 30D | -0.9% | -6.6% | +5.8% | +0.8% |
| 3M | +11.6% | +31.4% | -19.8% | +2.9% |
| 6M | +8.8% | +35.2% | -26.4% | -1.3% |
| YTD | +26.3% | +5.8% | +20.5% | +21.4% |
| 1Y | +23.1% | +38.7% | -15.5% | +8.9% |
| 3Y | +15.0% | +175.8% | -160.8% | -18.9% |
| 5Y | +0.4% | +111.8% | -111.5% | -27.2% |
| 10Y | +130.7% | +179.7% | -49.0% | +41.1% |
| All | +1,003.7% | +851.4% | +152.2% | +211.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling