+86.1%
SBUX vs OTIS
+91.3%
-5.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -1.3% |
| 7D | -5.5% | -3.0% | -2.5% | -4.2% |
| 30D | -8.5% | -6.0% | -2.4% | -5.9% |
| 3M | -2.9% | -0.9% | -2.0% | -2.8% |
| 6M | -1.5% | -17.3% | +15.8% | +6.8% |
| YTD | +19.4% | -19.6% | +38.9% | +30.9% |
| 1Y | +22.9% | -21.0% | +44.0% | +35.7% |
| 3Y | +11.3% | -12.1% | +23.4% | +14.4% |
| 5Y | -6.9% | -17.1% | +10.2% | -4.7% |
| All | +86.1% | +91.3% | -5.1% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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