+15.5%
SBUX vs ONTO
+118.2%
-102.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.9% | -7.2% | -2.9% |
| 7D | -3.9% | +9.7% | -13.6% | -5.0% |
| 30D | -2.8% | -8.8% | +6.0% | -2.0% |
| 3M | +8.2% | +4.5% | +3.7% | +5.3% |
| 6M | +4.3% | +56.4% | -52.2% | -5.4% |
| YTD | +23.3% | +78.1% | -54.7% | +9.2% |
| 1Y | +24.3% | +171.3% | -147.0% | +2.3% |
| 3Y | +15.5% | +118.7% | -103.2% | -10.4% |
| All | +15.5% | +118.2% | -102.8% | -10.4% |
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