+49.7%
SBUX vs OPEN
-74.0%
+123.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.7% | +5.8% | -0.4% |
| 7D | -6.2% | -10.5% | +4.3% | -5.6% |
| 30D | -6.4% | -21.8% | +15.3% | -5.2% |
| 3M | +1.0% | -37.5% | +38.5% | +3.4% |
| 6M | -0.4% | -44.1% | +43.7% | +2.3% |
| YTD | +20.0% | -52.0% | +71.9% | +23.9% |
| 1Y | +22.8% | -52.2% | +75.0% | +23.3% |
| 3Y | +12.3% | -25.9% | +38.2% | +0.2% |
| 5Y | -6.4% | -85.1% | +78.7% | -15.6% |
| All | +49.7% | -74.0% | +123.6% | +26.1% |
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