-1.8%
SBUX vs ONON
-24.2%
+22.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.4% | -1.6% |
| 7D | -6.3% | -3.5% | -2.8% | -5.7% |
| 30D | -3.9% | -30.8% | +26.9% | +2.1% |
| 3M | +3.3% | -29.8% | +33.1% | +9.1% |
| 6M | +1.4% | -34.8% | +36.3% | +8.1% |
| YTD | +21.0% | -42.3% | +63.2% | +31.5% |
| 1Y | +22.4% | -39.5% | +61.9% | +31.3% |
| 3Y | +13.2% | -9.3% | +22.5% | +9.5% |
| All | -1.8% | -24.2% | +22.4% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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