+128.3%
SBUX vs OVV
+55.1%
+73.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.4% | -2.0% |
| 7D | -6.3% | -3.8% | -2.5% | -5.8% |
| 30D | -3.9% | +1.3% | -5.1% | -4.0% |
| 3M | +3.3% | +14.3% | -11.1% | +1.2% |
| 6M | +1.4% | +21.1% | -19.7% | -1.8% |
| YTD | +21.0% | +66.0% | -45.1% | +12.0% |
| 1Y | +22.4% | +59.3% | -36.9% | +13.6% |
| 3Y | +13.2% | +47.6% | -34.3% | +4.7% |
| 5Y | -5.2% | +162.0% | -167.2% | -20.9% |
| 10Y | +128.3% | +56.5% | +71.8% | +49.1% |
| All | +128.3% | +55.1% | +73.2% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded OVV 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling