+18,502.9%
SBUX vs O
+5,387.7%
+13,115.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -0.9% |
| 7D | -3.1% | -0.7% | -2.4% | -2.8% |
| 30D | -0.9% | -1.9% | +1.0% | -0.1% |
| 3M | +11.6% | +3.8% | +7.8% | +9.8% |
| 6M | +8.8% | -4.7% | +13.5% | +10.8% |
| YTD | +26.3% | +12.5% | +13.8% | +19.9% |
| 1Y | +23.1% | +10.8% | +12.3% | +17.6% |
| 3Y | +15.0% | +28.8% | -13.8% | +1.8% |
| 5Y | +0.4% | +13.2% | -12.8% | -6.6% |
| 10Y | +130.7% | +53.5% | +77.2% | +81.1% |
| All | +18,502.9% | +5,387.7% | +13,115.1% | +5,605.1% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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