+42,297.2%
SBUX vs KEY
+492.8%
+41,804.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.5% | -1.4% |
| 7D | -3.1% | +2.2% | -5.3% | -3.8% |
| 30D | -0.9% | -3.0% | +2.1% | 0.0% |
| 3M | +11.6% | +3.3% | +8.3% | +10.5% |
| 6M | +8.8% | +9.2% | -0.4% | +5.8% |
| YTD | +26.3% | +10.6% | +15.7% | +22.3% |
| 1Y | +23.1% | +20.4% | +2.7% | +16.1% |
| 3Y | +15.0% | +121.8% | -106.9% | -11.3% |
| 5Y | +0.4% | +41.1% | -40.8% | -16.0% |
| 10Y | +130.7% | +168.5% | -37.8% | +48.0% |
| All | +42,297.2% | +492.8% | +41,804.4% | +14,175.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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