+46.1%
SBUX vs ONTO
+658.6%
-612.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.2% | -7.4% | -2.6% |
| 7D | -3.1% | -1.0% | -2.1% | -3.0% |
| 30D | -0.9% | -2.9% | +2.0% | -1.0% |
| 3M | +11.6% | -2.5% | +14.1% | +8.4% |
| 6M | +8.8% | +28.2% | -19.4% | -2.3% |
| YTD | +26.3% | +69.8% | -43.5% | +5.4% |
| 1Y | +23.1% | +162.9% | -139.8% | -8.9% |
| 3Y | +15.0% | +95.9% | -81.0% | -18.5% |
| 5Y | +0.4% | +244.5% | -244.1% | -44.6% |
| All | +46.1% | +658.6% | -612.5% | -49.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling