+2,230.1%
SBUX vs OVV
+162.8%
+2,067.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.5% | -1.0% |
| 7D | -3.1% | +0.3% | -3.4% | -3.2% |
| 30D | -0.9% | +11.7% | -12.6% | -2.7% |
| 3M | +11.6% | +9.8% | +1.8% | +9.5% |
| 6M | +8.8% | +26.6% | -17.8% | +3.9% |
| YTD | +26.3% | +67.0% | -40.7% | +15.1% |
| 1Y | +23.1% | +55.9% | -32.8% | +13.0% |
| 3Y | +15.0% | +45.5% | -30.5% | +4.9% |
| 5Y | +0.4% | +157.3% | -157.0% | -19.8% |
| 10Y | +130.7% | +65.0% | +65.7% | +54.2% |
| All | +2,230.1% | +162.8% | +2,067.3% | +1,016.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling