+23.1%
SBUX vs IDXX
-16.0%
+39.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.2% | -2.4% | -1.5% |
| 7D | -3.1% | -3.5% | +0.4% | -2.4% |
| 30D | -0.9% | -8.4% | +7.6% | +0.8% |
| 3M | +11.6% | -5.2% | +16.8% | +12.5% |
| 6M | +8.8% | -17.5% | +26.3% | +12.8% |
| YTD | +26.3% | -20.9% | +47.2% | +31.9% |
| 1Y | +23.1% | -16.4% | +39.5% | +28.0% |
| All | +23.1% | -16.0% | +39.2% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 1y: compounded portfolio wealth divided by compounded IDXX 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…
1y analysis · Full analysis span regression · 6 months rolling