+17,694.6%
SBUX vs IT
+6,296.6%
+11,398.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.3% |
| 7D | +1.6% | +1.1% | +0.5% | +1.3% |
| 30D | +14.8% | -1.8% | +16.7% | +14.9% |
| 3M | -0.8% | +4.8% | -5.6% | -2.9% |
| 6M | +2.2% | +33.0% | -30.8% | -7.4% |
| YTD | +29.5% | -23.8% | +53.3% | +32.6% |
| 1Y | +27.0% | -16.5% | +43.5% | +27.0% |
| 3Y | +10.9% | -53.6% | +64.6% | +25.9% |
| 5Y | +7.4% | -42.1% | +49.6% | +14.2% |
| 10Y | +146.3% | +90.1% | +56.2% | +89.9% |
| All | +17,694.6% | +6,296.6% | +11,398.0% | +6,045.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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