+61.5%
SBUX vs OPEN
-88.9%
+150.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.6% | +3.5% | 0.0% |
| 7D | +1.6% | -15.0% | +16.6% | +2.5% |
| 30D | +14.8% | -40.2% | +55.0% | +17.9% |
| 3M | -0.8% | -67.4% | +66.6% | +5.3% |
| 6M | +2.2% | -74.0% | +76.2% | +9.5% |
| YTD | +29.5% | -79.6% | +109.0% | +39.9% |
| 1Y | +27.0% | -86.1% | +113.1% | +39.9% |
| 3Y | +10.9% | -41.4% | +52.3% | -1.1% |
| 5Y | +7.4% | -94.9% | +102.3% | +2.0% |
| All | +61.5% | -88.9% | +150.4% | +42.4% |
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