+293.9%
SBUX vs JD
+48.6%
+245.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +4.9% | +5.2% | -0.3% | +4.0% |
| 30D | +21.2% | +4.5% | +16.7% | +20.2% |
| 3M | +5.7% | -15.4% | +21.1% | +8.4% |
| 6M | +6.0% | -6.0% | +12.0% | +6.6% |
| YTD | +32.9% | +2.2% | +30.8% | +31.5% |
| 1Y | +33.3% | -6.7% | +39.9% | +33.9% |
| 3Y | +13.0% | +20.5% | -7.5% | +4.6% |
| 5Y | +8.8% | -58.4% | +67.3% | +14.9% |
| 10Y | +154.6% | +32.5% | +122.1% | +107.7% |
| All | +293.9% | +48.6% | +245.4% | +219.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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