+1,031.1%
SBUX vs EXPE
+723.5%
+307.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.1% |
| 7D | +1.6% | -0.5% | +2.1% | +1.7% |
| 30D | +14.8% | -6.1% | +20.9% | +16.2% |
| 3M | -0.8% | -21.3% | +20.5% | +4.9% |
| 6M | +2.2% | +19.0% | -16.8% | -4.0% |
| YTD | +29.5% | -8.4% | +37.9% | +28.4% |
| 1Y | +27.0% | -2.8% | +29.8% | +23.7% |
| 3Y | +10.9% | +120.8% | -109.8% | -16.9% |
| 5Y | +7.4% | +46.2% | -38.8% | -13.9% |
| 10Y | +146.3% | +123.8% | +22.5% | +58.9% |
| All | +1,031.1% | +723.5% | +307.6% | +229.0% |
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