+38.7%
SBUX vs ONTO
+661.2%
-622.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.6% | -0.1% |
| 7D | -6.2% | +6.5% | -12.8% | -7.6% |
| 30D | -6.4% | -15.9% | +9.5% | -3.4% |
| 3M | +1.0% | -0.2% | +1.2% | -2.3% |
| 6M | -0.4% | +38.7% | -39.1% | -12.1% |
| YTD | +20.0% | +70.4% | -50.4% | -0.1% |
| 1Y | +22.8% | +153.6% | -130.8% | -8.3% |
| 3Y | +12.3% | +109.2% | -96.9% | -22.0% |
| 5Y | -6.4% | +249.7% | -256.1% | -48.5% |
| All | +38.7% | +661.2% | -622.4% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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