+65.8%
SBUX vs OPEN
-87.3%
+153.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.3% | -0.3% |
| 7D | +0.2% | -31.1% | +31.2% | +2.2% |
| 30D | +19.1% | -34.7% | +53.8% | +21.7% |
| 3M | +3.6% | -61.9% | +65.5% | +9.0% |
| 6M | +5.1% | -71.9% | +77.0% | +12.1% |
| YTD | +32.9% | -76.6% | +109.5% | +42.5% |
| 1Y | +30.4% | -83.9% | +114.3% | +42.4% |
| 3Y | +13.0% | -34.4% | +47.3% | +0.2% |
| 5Y | +10.5% | -93.9% | +104.5% | +4.1% |
| All | +65.8% | -87.3% | +153.1% | +45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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