+31.4%
SBUX vs IDXX
-7.4%
+38.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.0% | +0.8% | -2.4% |
| 7D | +0.6% | +16.4% | -15.8% | -2.3% |
| 30D | +10.5% | +30.1% | -19.7% | +4.2% |
| 3M | +0.7% | +14.7% | -14.0% | -2.1% |
| 6M | +2.3% | +19.1% | -16.8% | -1.7% |
| YTD | +28.4% | -0.9% | +29.2% | +30.9% |
| 1Y | +31.4% | -6.9% | +38.2% | +37.2% |
| All | +31.4% | -7.4% | +38.8% | +37.2% |
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