+42,297.2%
SBUX vs OMC
+4,100.3%
+38,197.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.5% | +1.2% | -0.2% |
| 7D | -3.1% | -6.4% | +3.3% | -0.6% |
| 30D | -0.9% | +1.1% | -2.0% | -1.6% |
| 3M | +11.6% | +10.4% | +1.2% | +6.2% |
| 6M | +8.8% | -1.7% | +10.5% | +8.2% |
| YTD | +26.3% | +4.4% | +21.9% | +20.7% |
| 1Y | +23.1% | +8.4% | +14.7% | +15.0% |
| 3Y | +15.0% | +14.4% | +0.6% | +2.7% |
| 5Y | +0.4% | +33.9% | -33.5% | -18.1% |
| 10Y | +130.7% | +34.9% | +95.8% | +77.1% |
| All | +42,297.2% | +4,100.3% | +38,197.0% | +10,320.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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