+1,061.6%
SBUX vs EXPE
+710.1%
+351.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.5% | +1.0% |
| 7D | +4.9% | -11.2% | +16.1% | +8.0% |
| 30D | +21.2% | -7.5% | +28.6% | +23.1% |
| 3M | +5.7% | -19.1% | +24.7% | +10.9% |
| 6M | +6.0% | +10.7% | -4.7% | +1.5% |
| YTD | +32.9% | -9.9% | +42.9% | +32.5% |
| 1Y | +33.3% | -4.6% | +37.9% | +30.5% |
| 3Y | +13.0% | +116.8% | -103.8% | -14.9% |
| 5Y | +8.8% | +38.6% | -29.7% | -11.5% |
| 10Y | +154.6% | +115.9% | +38.8% | +65.9% |
| All | +1,061.6% | +710.1% | +351.4% | +239.4% |
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