+123.9%
SBUX vs OKE
+266.1%
-142.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.8% |
| 7D | -5.5% | +1.2% | -6.7% | -5.8% |
| 30D | -8.5% | +4.5% | -13.0% | -9.7% |
| 3M | -2.9% | +9.6% | -12.5% | -5.6% |
| 6M | -1.5% | +15.4% | -16.9% | -6.2% |
| YTD | +19.4% | +36.5% | -17.1% | +7.8% |
| 1Y | +22.9% | +39.0% | -16.0% | +10.2% |
| 3Y | +11.3% | +74.3% | -63.0% | -7.2% |
| 5Y | -6.9% | +141.2% | -148.1% | -29.8% |
| All | +123.9% | +266.1% | -142.2% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 10y: compounded portfolio wealth divided by compounded OKE 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…
10y analysis · Full analysis span regression · 6 months rolling