+10.9%
SBUX vs ONTO
+51.5%
-40.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.9% | +2.7% | +0.1% |
| 7D | +1.6% | +17.5% | -15.9% | -0.2% |
| 30D | +14.8% | -15.7% | +30.5% | +16.3% |
| 3M | -0.8% | -39.7% | +38.9% | +4.0% |
| 6M | +2.2% | -26.5% | +28.7% | +2.4% |
| YTD | +29.5% | +29.0% | +0.5% | +17.6% |
| 1Y | +27.0% | +57.0% | -29.9% | +11.7% |
| 3Y | +10.9% | +50.0% | -39.1% | -7.8% |
| All | +10.9% | +51.5% | -40.6% | -7.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling