+20.2%
SBUX vs KEEL
+280.1%
-260.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.3% | +6.5% | -0.5% |
| 7D | -6.2% | +2.7% | -8.9% | -6.4% |
| 30D | -6.4% | +4.6% | -11.0% | -6.8% |
| 3M | +1.0% | -34.5% | +35.5% | +2.1% |
| 6M | -0.4% | +59.3% | -59.7% | -3.6% |
| YTD | +20.0% | +46.4% | -26.4% | +16.1% |
| 1Y | +22.8% | +96.6% | -73.8% | +16.0% |
| 3Y | +12.3% | +182.0% | -169.7% | +1.2% |
| 5Y | -6.4% | -38.2% | +31.8% | -15.2% |
| All | +20.2% | +280.1% | -260.0% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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